Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Thomas Flagg is an investment advisor representative associated with Osaic Wealth, Inc.. Craig has over 28 years of experience in the financial services industry. Craig has been registered as a financial advisor with the state of Illinois since 2010 and Texas since 2022. Craig provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Craig has a Series 6, Series 63, and Series 65 license. Craig's firm, Osaic Wealth, Inc., is a registered investment advisor with the Securities and Exchange Commission. The firm provides advisory services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm also offers a variety of other financial services, including insurance and financial planning.
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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2
IL
01/24/2025 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IL
03/05/1998 - 05/10/2010
ONEAMERICA SECURITIES, INC. (ST CHARLES IL)
IN
08/10/1994 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NA
08/10/1994 - 12/31/1997
AUL EQUITY SALES CORP.
IA
Issued 08/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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