Craig Anderson (CRD# 4693896) is an Investment Advisor Representative working at Cwm, LLC in Naperville, IL and has over 16 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | May 2023 - Current | < 1 |
| Carson Wealth | Naperville, IL | May 2023 - Current | < 1 |
| Meyer Financial Services, Inc. | Aurora, IL | May 2003 - Current | 20 |
| Triad Advisors, Inc. | Norcross, GA | Jun 2015 - Jul 2018 | 3 |
| Nfp Securities Inc. | Aurora, IL | May 2007 - Jun 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- IL
- MI
-
Total Assets Under Management26,774MILLIONS
-
Total Number of Accounts110,327ACCOUNTS
-
Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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