Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Craig is a financial advisor with IPI Wealth Management, Inc. and has been in the industry since 1996. Sean is registered with the state of Illinois as an investment advisor representative and offers financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Sean is also registered as a broker with FINRA and has been in the industry since 1996.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
05/03/2016 - Present
IPI Wealth Management, Inc. (BLOOMINGTON IL)
IL
03/06/2015 - 05/04/2016
ROYAL ALLIANCE ASSOCIATES, INC. (BLOOMINGTON IL)
IL
05/12/2003 - 05/12/2015
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
OH
08/04/1998 - 04/04/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
01/29/1997 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
IL
05/15/1996 - 11/15/1996
INVESTMENT PLANNERS, INC. (DECATUR IL)
IA
Issued 08/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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