Craig TooleyCRD Number: 3114193
Current Firm: Wells Fargo Advisors, LLC
Craig Tooley (CRD# 3114193) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Sioux City, IA and has over 7 years of experience in the finance industry.
Thrivent Investment Management Inc.
Ameriprise Financial Services, Inc.
Woodbury Financial Services, Inc.
|Wells Fargo Advisors LLC||Sioux City, IA||Sep 2013 - Current||4|
|Wells Fargo Bank, N.a.||Sioux City, IA||Oct 2008 - Current||9|
|Wells Fargo Advisors LLC||Glendale, AZ||Sep 2010 - Oct 2012||2|
|Premier Bankcard||Dakota Dunes, SD||Jun 2007 - Oct 2008||1|
|Desco||Dakota Dunes, SD||Sep 2006 - Apr 2007||< 1|
|Hsbc Bank||Sioux Falls, SD||Oct 1999 - Aug 2006||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2010|
|S65||NASAA Investment Advisors Law Examination||Nov 2010|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV