Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig M. Schlueter is a financial advisor who has been in the industry since 2012. Craig is currently registered with Nations Financial Group, Inc. and has been registered with this firm since October 2022. Prior to that, Craig was registered with Securities Management & Research, Inc. and Berthel, Fisher & Company Financial Services, Inc.. Craig is a Series 63, Series 66, Series 7, and Series 24 licensed professional. Craig holds a SIE license and is registered to conduct business in the state of Iowa. Craig specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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.
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.
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2
IA
10/27/2022 - Present
Nations Financial Group, Inc. (CEDAR RAPIDS IA)
IA
10/12/2018 - 12/06/2021
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
IA
02/09/2016 - 12/06/2021
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Cedar Rapids IA)
IA
12/14/2012 - 02/10/2016
SCOTTRADE, INC. (CEDAR RAPIDS IA)
IA
01/20/2016 - 01/28/2016
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
BOTH
Issued 10/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2018
Series 4 - Registered Options Principal Examination
BC
Issued 01/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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