Craig Toberman, financial advisor Saint Louis MO

Craig Toberman

CRD Number: 6306558
Current Firm: Toberman Wealth, LLC
Compensation Model: Fee Only

Craig Toberman is the Founder of Toberman Wealth – a fee-only financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.

Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).

Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.

Craig lives in the greater St. Louis area with his wife, Ally and son, Hank.


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Professional Designations
Company Name Location Dates Years
Toberman Management Consulting, LLC St. Louis, MO Jan 2021 - Current 2
Toberman Wealth, LLC St. Louis, MO Jul 2020 - Current 3
East County Enterprises, Inc. Sauget, IL Jan 2019 - Apr 2021 2
Archford Capital Strategies, LLC Swansea, IL Jun 2018 - Dec 2018 < 1
Archford Capital Strategies, LLC Swansea, IL May 2017 - May 2018 1
Archford Capital Strategies, LLC Swansea, IL Aug 2016 - Apr 2017 < 1
Foundation Wealth Management St. Louis, MO Apr 2015 - Jul 2016 1
Scottrade St. Louis, MO Mar 2014 - Mar 2015 1
Futuresone Springfield, MO Nov 2013 - Dec 2013 < 1
Wirtz Beverage Illinois - Belleville Belleville, IL Jun 2012 - Oct 2013 1

Craig Toberman has no recent exams reported.
Contact Info for Craig A. Toberman
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Firm Disclaimer:

Toberman Wealth, LLC is a fee-only registered investment adviser (RIA) with the state of Missouri and Illinois, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

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