Craig MeldahlCRD Number: 331504
Current Firm: Total Wealth Planning And Management, Inc.
Craig Meldahl (CRD# 331504) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Longboat Key, FL and has over 34 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Spire Wealth Management, LLC
|Total Wealth Planning And Management, Inc.||Longboat Key, FL||Nov 2021 - Current||< 1|
|Longboat Key Financial Group, LLC||Longboat Key, FL||Dec 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1987|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management174MILLIONS
Total Number of Accounts1,734ACCOUNTS
Average Account Value$100,215
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, GA, NH, NJ, NY, OK, PA, TX
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