Barry Craig (CRD# 6466699) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Berlin, WI and has over 9 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | New Berlin, WI | Apr 2022 - Current | 2 |
Securities America Advisors | New Berlin, WI | Apr 2022 - Current | 2 |
Wisconsin School Music Association | Waunakee, WI | Jan 1985 - Current | 39 |
Mutual Of Omaha Financial Advisors | Milwaukee, WI | Nov 2015 - Mar 2022 | 6 |
Mutual Of Omaha Investor Services | Milwaukee, WI | Mar 2015 - Mar 2022 | 7 |
Mutual Of Omaha Insurance Company | Milwaukee, WI | Dec 2014 - Mar 2022 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
S63 | Uniform Securities State Law Examination | May 2015 |
- TX
- WI
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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