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Craig Walter Tompkins

CSP Financial Group LLC

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About Craig Walter Tompkins

Craig Tompkins is an investment advisor representative registered in California and Texas. Craig holds a Series 6, Series 7, and Series 63 license as well as a Series 65 license. Craig has been in the financial industry for over 30 years, and is associated with CSP Financial Group LLC. Craig provides financial planning, educational seminars, and selection of other advisors.

Firm Information

Craig Tompkins is currently registered with CSP Financial Group LLC. CSP Financial Group LLC is a Scottsdale, Arizona-based firm with 12 licensed agents and 20 investment advisor representatives. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio analysis (MRI) services. They have approximately 600 clients, primarily individuals other than high-net-worth, and 5 pension and profit-sharing plans.
CSP Financial Group LLC

14300 NORTH NORTHSIGHT BLVD

SCOTTSDALE, AZ 85260

Not reported

Assets Under Management

600

Total Clients

20

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio analysis (mri) services

Portfolio analysis (mri) services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Co-advisor fees

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Craig Tompkins’s Registration & Firm History

AZ

07/24/2023 - Present

CSP Financial Group LLC (SCOTTSDALE AZ)

CA

04/29/2005 - 12/19/2005

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

DE

12/22/1997 - 06/14/2001

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

CA

09/14/1988 - 12/31/1990

TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)

CA

09/20/1988 - 10/25/1989

TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)

NA

09/22/1987 - 03/04/1988

SHERWOOD CAPITAL, INC.

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Licenses & Designations

IA

Issued 07/20/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Walter Tompkins.
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