Craig Pluta, financial advisor Milwaukee WI

Craig Pluta

CRD Number: 1316063
Current Firm: Alliance Wealth Management Milwaukee, Inc.

Craig Pluta (CRD# 1316063) is an Investment Advisor Representative working at Alliance Wealth Management Milwaukee, Inc. in Milwaukee, WI and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Alliance Wealth Management Milwaukee, WI Nov 2007 - Current 16
Real Estate Milwaukee, WI Oct 2007 - Current 16
Alliance Wealth Management, Inc. Milwaukee, WI Aug 2007 - Current 16
Raymond James Financial Services Milwaukee, WI Dec 2006 - Current 17
Insurance Non Variable Milwaukee, WI Dec 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Craig R. Pluta
Phone Number: 414-607-9310
Firm Website: http://www.awmmil.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

WI

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