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Craig D. Stoltenburg

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CRD#: 1723921
CS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Craig David Stoltenburg was a registered financial professional .

Craig is a previously registered financial professional and started their career in finance in 1987. Craig had worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 6, 2002 - May 2, 2009

AMERICAN GENERAL FINANCIAL ADVISORS, INC.

RIA
CRD#: 121111
SACRAMENTO, CA
Past

September 29, 2000 - December 23, 2016

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
ROSEVILLE, CA
Past

June 3, 2000 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX
Past

March 29, 1999 - December 23, 2016

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
ROSEVILLE, CA
Past

October 7, 1997 - November 15, 2000

GATEWAY INVESTMENT SERVICES, INC.

BD
CRD#: 31153
OAK PARK, IL
Past

October 22, 1996 - October 2, 1997

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

January 6, 1994 - September 19, 1996

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
BOSTON, MA
Past

September 22, 1987 - January 11, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/25/2001
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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