Craig Toberman
CRD Number: 6306558Current Firm: Toberman Becker 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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The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Toberman Becker Wealth, LLC | St. Louis, MO | Jul 2020 - Current | 3 |
| Toberman Management Consulting, LLC | St. Louis, MO | Jan 2021 - Dec 2023 | 2 |
| 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 |
- IL
- MO
- TX
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Total Assets Under Management54MILLIONS
-
Total Number of Accounts224ACCOUNTS
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Average Account Value$242,971
- A percentage of assets under your management
- 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
IL, MO, TX
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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