Jeremy Craft, financial advisor Cincinnati OH
89 score

Jeremy Craft

CRD Number: 6196803
Current Firm: Robert W. Baird & Company Incorporated

Jeremy Craft (CRD# 6196803) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cincinnati, OH and has over 2 years of experience in the finance industry.

Similar Advisors
Timothy Guthrie, CFP, financial advisor Cincinnati OH
Timothy R. Guthrie, CFP
CRD# 1989045
Bullseye Investment Management, LLC
Score
108
Similar Advisors
James Owens, financial advisor Cincinnati OH
James W. Owens
CRD# 4780124
Lang Advisors LLC
Score
106
Similar Advisors
Nathan Bishop, CFA, financial advisor Cincinnati OH
Nathan A. Bishop, CFA
CRD# 5594136
Opus Capital Group, LLC
Score
103
Company Name Location Dates Years
Robert W. Baird & Company Cincinnati, OH Mar 2016 - Current < 1
Pnc Bank N.a. Pittsburgh, PA Nov 2015 - Jan 2016 < 1
Pnc Investments, LLC Pittsburgh, PA Nov 2015 - Jan 2016 < 1
Robert W. Baird & Company Cincinnati, OH Aug 2013 - Nov 2015 2
Morgan Stanley Smith Barney Cincinnati, OH May 2013 - Jul 2013 < 1
I.c.e. Service Group, Inc. Ambridge, PA Jun 2012 - May 2013 < 1
Craft Enterprises, LLC Hebron, KY Aug 2009 - Jun 2012 2
Northern Kentucky University Highland Heights, KY Aug 2004 - Dec 2011 7
Total Quality Logistics Cincinnati, OH Jan 2009 - Aug 2009 < 1
Cincinnati Airport Marriott Hebron, KY Nov 2007 - Jan 2009 1
Days Inn Of Ashland (summer Position Ashland, KY Jun 2007 - Nov 2007 < 1
Russell Board Of Education (summer Position) Russell, KY Jun 2004 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Jeremy A. Craft
Phone Number: 414-765-3500
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Jeremy Craft and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.