Craig Loewenstein, financial advisor Colorado Springs CO
81 score

Craig Loewenstein

CRD Number: 5481200
Current Firm: Waddell & Reed

Craig Loewenstein (CRD# 5481200) is an Investment Advisor Representative working at Waddell & Reed in Colorado Springs, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Property - Rental Income Colorado Springs, CO Mar 2015 - Current 1
Waddell & Reed, Inc. Colorado Springs, CO Jan 2011 - Current 5
Various Insurance Carriers For W&r Insurance Agencies, Inc. Colorado Springs, CO Jan 2011 - Current 5
Bee Allied, LLC Colorado Springs, CO Oct 2010 - Dec 2015 5
Bni Colorado Springs, CO Feb 2010 - Jan 2012 1
Edward Jones St Louis, MO Jan 2008 - Jan 2011 3
T-mobile Usa Colorado Springs, CO Jun 2004 - Jan 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Craig E. Loewenstein
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • AK
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • ID
  • IN
  • IA
  • KS
  • KY
  • ME
  • MD
  • MI
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NM
  • NC
  • ND
  • OH
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • WV
  • WI
  • VI
  • WA
  • GA
  • IL
  • LA
  • MN
  • NJ
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from Craig Loewenstein and other advisors.
BADGES
81

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