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Craig Joseph Wright

United Advisor Group

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About Craig Joseph Wright

Craig Wright is a financial advisor with over 14 years of experience in the industry. Craig holds a Series 6, 7, 63, and 65 license and is also a Certified Financial Planner™ and a Chartered Financial Consultant. Currently, Craig is registered with United Advisor Group, a firm with over 25 licensed agents and over 28 investment advisor representatives. Craig specializes in providing financial planning, portfolio management, and educational seminars for individuals, corporations, and charitable organizations.

Firm Information

Craig Wright is currently registered with United Advisor Group. United Advisor Group is an investment advisory firm based in that provides financial planning, portfolio management for individuals and businesses, and educational seminars. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $578 million in assets.

$578.77M

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Wright’s Registration & Firm History

OH

07/25/2023 - Present

United Advisor Group (CINCINNATI OH)

MO

03/01/2023 - 12/26/2023

SILVER OAK SECURITIES, INCORPORATED (Springfield MO)

MO

10/19/2009 - 03/02/2023

THE O.N. EQUITY SALES COMPANY (SPRINGFIELD MO)

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Licenses & Designations

IA

Issued 08/10/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2012

Series 7 - General Securities Representative Examination

BC

Issued 10/16/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Joseph Wright.
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