Craig WolvertonCRD Number: 3229179
Current Firm: Four Seasons Investment Advisors, Inc.
Craig Wolverton (CRD# 3229179) is an Investment Advisor Representative working at Four Seasons Investment Advisors, Inc. in Montrose, CO and has over 23 years of experience in the finance industry.
Cetera Advisors LLC
|Four Seasons Investment Advisors Inc.||Montrose, CO||May 2005 - Current||17|
|Oberlin Financial Corp.||Bryan, OH||Jan 2004 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
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 Management99MILLIONS
Total Number of Accounts1,092ACCOUNTS
Average Account Value$90,277
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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