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Craig William Pfau

Osaic Wealth, Inc.

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About Craig William Pfau

Craig William Pfau is an investment advisor representative at Osaic Wealth, Inc. Craig has been in the industry since 2005, starting his career at Credit Suisse First Boston LLC. Craig has worked at several firms since then, including Alamo Capital, MBSC, LLC, LakeWater Capital, BPC Advisors, Carswell Investments, and Locust Lane. Craig is currently registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Craig holds the Series 7, Series 63, and Series 65 licenses. Craig's specializations include financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Craig Pfau is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Pfau’s Registration & Firm History

AZ

08/23/2024 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

NY

09/21/2005 - 01/19/2006

MBSC, LLC (NEW YORK NY)

NY

06/02/2005 - 06/29/2005

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

CA

04/19/2005 - 06/06/2005

ALAMO CAPITAL (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 06/24/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig William Pfau.
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