Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Splan is a financial advisor with Cetera Advisor Networks LLC in Overland Park, KS. Craig has been in the financial services industry since 1993 and is registered to offer securities in 30 states. Craig is a Certified Financial Planner and holds both Series 66 and Series 7 licenses, among others. Craig has extensive experience providing investment advice to a range of clients including individuals, corporations, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
04/03/2023 - Present
Cetera Advisor Networks LLC (OVERLAND PARK KS)
KS
01/04/2010 - 04/05/2023
GENEOS WEALTH MANAGEMENT, INC. (OVERLAND PARK KS)
KS
11/17/1999 - 12/31/2009
ROYAL ALLIANCE ASSOCIATES, INC. (OVERLAND PARK KS)
NA
11/19/1989 - 03/01/1990
ROYAL ALLIANCE ASSOCIATES, INC.
NA
10/20/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 12/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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