Craig Loewenstein, financial advisor Lone Tree CO

Craig Loewenstein

CRD Number: 5481200
Current Firm: Charles Schwab & Company, Inc.

Craig Loewenstein (CRD# 5481200) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO Oct 2016 - Current 7
Charles Schwab Bank Lone Tree, CO Oct 2016 - Current 7
Various Insurance Carriers For W&r Insurance Agencies, Inc. Colorado Springs, CO Jan 2011 - Sep 2016 5
Waddell & Reed, Inc. Colorado Springs, CO Jan 2011 - Sep 2016 5
Bee Allied, LLC Colorado Springs, CO Oct 2010 - Dec 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Craig E. Loewenstein
Phone Number: 415-667-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • 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, 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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