Craig Massei, financial advisor Stockton CA

Craig Massei

CRD Number: 6698534
Current Firm: Ameriprise Financial Services, LLC

Craig Massei (CRD# 6698534) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stockton, CA and has 1 year of experience in the finance industry.

Similar Advisors
John Aaron, financial advisor Stockton CA
John D. Aaron
CRD# 5567930
Avantax Advisory Services
Similar Advisors
Frank Abigana, financial advisor Stockton CA
Frank R. Abigana
CRD# 4586809
Avantax Advisory Services
Similar Advisors
Sharon Amick, financial advisor Stockton CA
Sharon T. Amick
CRD# 4282201
Edward Jones
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Stockton, CA Aug 2016 - Current 4
Stockton Collegiate International School Stockton, CA Aug 2015 - Aug 2016 1
The Tunitas Group Mountain Ranch, CA Dec 2010 - Aug 2015 4
American Sports Media Rochester, NY May 2000 - Dec 2010 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Craig R. Massei
Phone Number: 612-671-3131
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    313,282
    MILLIONS
  • Total Number of Accounts
    1,488,886
    ACCOUNTS
  • Average Account Value
    $210,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.