Craig Woolman, financial advisor Berwick IL

Craig Woolman

CRD Number: 862898
Current Firm: Stonebasin Capital Management, Inc.

Craig Woolman (CRD# 862898) is an Investment Advisor Representative working at Stonebasin Capital Management, Inc. in Berwick, IL and has over 44 years of experience in the finance industry.

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Company Name Location Dates Years
Sterling Investment Services, Inc. Chicago, IL Nov 1985 - Current 38
Sterling Investment Services, Inc. Chicago, IL Oct 1983 - Current 40
Lasalle National Bank Chicago, IL Oct 1983 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1979
S65 NASAA Investment Advisors Law Examination Jan 2007
Contact Info for Craig J. Woolman
Phone Number: 309-426-1591
Registered State(s):
  • IL
Current Firm Details
Stonebasin Capital Management, Inc.
Firm's CRD Number: 143383
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

IL

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