Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Martin Coleman is a registered investment advisor representative with Asset Consulting Group, LLC. Coleman has been in the industry since 2005. Coleman has passed the Series 3, Series 7, and Series 66 exams. Coleman has a background in the financial services industry, having previously worked at Summit Strategies Group, Mercer, and M&I FINANCIAL ADVISORS, INC.
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.
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.
Asset consulting group (acg) provides comprehensive investment consulting services to taxable and tax-exempt entities.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MO
07/24/2023 - Present
Asset Consulting Group, LLC (CLAYTON MO)
MO
12/05/2005 - 04/26/2011
M&I FINANCIAL ADVISORS, INC (ST LOUIS MO)
BOTH
Issued 03/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2017
Series 3 - National Commodity Futures Examination
BC
Issued 12/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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