Unclaimed
Kraig Rowekamp is a financial advisor in Baxter, Minnesota, currently registered with Wells Fargo Advisors Financial Network, LLC. Kraig has been in the financial services industry since 1998. Kraig is also registered with the state of North Dakota as an Investment Advisor Representative. Kraig provides investment consulting services to institutional clients, and is also qualified to provide financial planning and portfolio management for individuals and businesses. Kraig’s background includes experience with Wells Fargo Investments, LLC, INVEST FINANCIAL CORPORATION, and Raymond James Financial Services, Inc.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MN
08/08/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BAXTER MN)
ND
08/06/2009 - 08/21/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (GRAND FORKS ND)
ND
08/08/2006 - 08/07/2009
INVEST FINANCIAL CORPORATION (GRAND FORKS ND)
ND
06/21/2002 - 08/04/2006
WELLS FARGO INVESTMENTS, LLC (GRAND FORKS ND)
MO
12/07/1998 - 06/17/2002
EDWARD JONES (ST. LOUIS MO)
WI
07/17/1998 - 12/07/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 05/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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