Craig Rottman (CRD# 4647293) is an Investment Advisor Representative working at Classic Asset Management, LLC in Lakewood, CO and has over 20 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secure Asset Management | Fargo, ND | Feb 2024 - Current | < 1 |
| Classic LLC | Fargo, ND | Jan 2013 - Current | 11 |
| Classic Holdings LLC | Fargo, ND | Sep 2011 - Current | 12 |
| Classic Asset Management Llc D/b/a Financial Strategies Group | Fargo, ND | Jun 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- ND
- TX
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Total Assets Under Management182MILLIONS
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Total Number of Accounts1,968ACCOUNTS
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Average Account Value$92,541
- A percentage of assets under your management
- Hourly charges
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- Selection of other advisers (including private fund managers)
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AZ, CO, FL, IA, IL, MI, MN, ND, NE, SC, SD, TX, WI
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