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Joel Arthur Craig

Kestra Investment Services, LLC

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About Joel Arthur Craig

Joel Arthur Craig is a financial advisor currently registered with Kestra Investment Services, LLC. Joel has over 25 years of experience in the financial services industry. Joel previously worked with Nationwide Investment Services Corporation, Mutual of Omaha Investor Services, Inc., ING Financial Partners, Inc., ING Financial Advisors, LLC, John Hancock Distributors LLC, Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Services Company, Inc. Joel is licensed in several states, including California, Illinois, New Jersey, Ohio, Pennsylvania, Texas, and Wisconsin.

Firm Information

Joel Craig is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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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Joel Craig’s Registration & Firm History

WI

10/16/2023 - Present

Kestra Investment Services, LLC (WAUKESHA WI)

OH

06/11/2018 - 10/05/2023

NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)

NE

09/17/2014 - 07/12/2018

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

IL

01/03/2011 - 05/05/2014

ING FINANCIAL PARTNERS, INC. (LISLE IL)

IL

04/10/2008 - 01/03/2011

ING FINANCIAL ADVISERS, LLC (LISLE IL)

IL

05/20/2004 - 03/13/2008

JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)

RI

12/10/1999 - 04/20/2004

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

RI

11/25/1996 - 12/10/1999

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 12/05/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/22/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Arthur Craig.
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