Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Siminski is a financial advisor with over 24 years of experience in the industry. He is currently registered with Osaic Wealth, Inc., and has previously held positions with SAGEPOINT FINANCIAL, INC. and THE O.N. EQUITY SALES COMPANY. Craig specializes in financial planning, portfolio management, and pension consulting. He is committed to helping clients achieve their financial goals. Craig holds the Series 7 and Series 63 licenses. He also earned the Certified Financial Planner designation. Craig is a member of the community and has a strong understanding of the local market.
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.
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WI
09/01/2023 - Present
Osaic Wealth, Inc. (GREEN BAY WI)
WI
02/09/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GREEN BAY WI)
WI
05/20/2010 - 02/09/2011
THE O.N. EQUITY SALES COMPANY (GREEN BAY WI)
WI
12/10/2004 - 04/09/2010
METLIFE SECURITIES INC. (DE PERE WI)
WI
12/10/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DEPERE WI)
OH
08/15/2001 - 12/07/2004
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MN
09/03/1998 - 08/14/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 08/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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