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Craig George Bolanos

Wealth Management Group, LLC

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About Craig George Bolanos

Craig George Bolanos is an active Registered Representative and Investment Adviser Representative. Craig has been in the securities industry since September 8, 1997. Craig is registered with Wealth Management Group, LLC in Inverness, Illinois. Craig is also a registered representative of LPL Financial, LLC in Inverness, Illinois. Prior to this, Craig was registered with PRINCOR FINANCIAL SERVICES CORPORATION and MML INVESTORS SERVICES, INC..

Firm Information

Craig Bolanos is currently registered with Wealth Management Group, LLC. Wealth Management Group, LLC is an investment advisor headquartered in Inverness, Illinois, with over $660 million in regulatory assets under management. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals, charitable organizations, corporations, and pension plans. Their team includes 10 licensed agents, 30 investment advisor representatives, and 28 registered representatives.
Wealth Management Group, LLC

1605 WEST COLONIAL PARKWAY

INVERNESS, IL 60067

$660.29M

Assets Under Management

8

Total Clients

5

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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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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percentage of assets

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

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Craig Bolanos’s Registration & Firm History

IL

05/05/2023 - Present

Wealth Management Group, LLC (INVERNESS IL)

IA

05/21/1998 - 02/07/2003

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

MA

09/09/1997 - 05/22/1998

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 11/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 06/01/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/08/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig George Bolanos.
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