Unclaimed
Craig Bruning is a financial advisor currently registered with Cetera Investment Advisers LLC. Craig has over 28 years of experience in the financial services industry. Craig has been registered with Cetera since 2023 and has been active in the industry since 1994. Craig is licensed in multiple states including Ohio and Texas. Craig's practice focuses on providing financial advice to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Craig offers a variety of financial services including financial planning, portfolio management, and educational seminars.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (SYLVANIA OH)
OH
03/16/2020 - 03/28/2022
ROYAL ALLIANCE ASSOCIATES, INC. (MAUMEE OH)
OH
10/02/2012 - 03/23/2020
VOYA FINANCIAL ADVISORS, INC. (TOLEDO OH)
OH
04/04/2001 - 10/04/2012
WALNUT STREET SECURITIES, INC. (TOLEDO OH)
AZ
02/25/1994 - 05/17/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 08/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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