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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Weyenberg is a financial advisor at Cambridge Investment Research Advisors, Inc., a company with over 3,000 advisors across the United States. Craig has been active in the financial industry since 2013, specializing in helping clients with their financial planning, retirement, and investment needs. He has earned several licenses and designations, including Series 6, Series 63, and Series 65, as well as the Securities Industry Essentials (SIE) exam. Craig has experience working with individual investors, as well as charitable organizations, and pension plans. He holds a license to provide financial services in Wisconsin, Illinois, and Minnesota.
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.
Solicitation fees from 3rd party money managers
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2
WI
01/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (Appleton WI)
WI
01/21/2014 - 12/26/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (DE PERE WI)
WI
11/27/2012 - 11/22/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (APPLETON WI)
IA
Issued 12/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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