Unclaimed
Craig Otto Brueckner is a financial advisor with Commonwealth Financial Network, a firm with over 3,300 investment advisor representatives nationwide. Craig has been in the financial services industry since 1998 and specializes in providing financial planning, portfolio management, and pension consulting services for a variety of clients, including individuals, businesses, and charitable organizations. He is a Certified Financial Planner and holds licenses in numerous states, including California, Arizona, Arkansas, Colorado, Florida, and more. Craig’s previous experience with Princor Financial Services Corporation allows him to offer diverse investment strategies and solutions to clients. Craig is based in Fresno, CA and works with clients locally and nationally.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
12/01/2015 - Present
Commonwealth Financial Network (Fresno CA)
CA
06/30/1998 - 12/09/2015
PRINCOR FINANCIAL SERVICES CORPORATION (FRESNO CA)
IA
Issued 01/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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