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Craig Anton Eilers

KESTRA ADVISORY SERVICES
WAITSFIELD, VT
·CRD# 1816141·38 years experience

Professional Summary

Craig Anton Eilers is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Waitsfield, Vermont and KESTRA INVESTMENT SERVICES, LLC located in Waitsfield, Vermont. Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Craig has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

38 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
105 Mad River Green Ste 2, Waitsfield, VT 05673
April 18, 2016 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
105 Mad River Green, Ste. 2, Waitsfield, VT 05673
April 1, 2003 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
RIA
Waitsfield, VT
May 2, 2003 - September 22, 2016
NATHAN & LEWIS SECURITIES, INC.·CRD# 8503
RIA
Waitsfield, VT
December 3, 1999 - April 8, 2003
NATHAN & LEWIS SECURITIES, INC.·CRD# 8503
BD
New York, NY
December 3, 1999 - April 8, 2003
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
April 12, 1988 - December 2, 1999

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Current Firm

KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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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.

Business Name: Craig Eilers & Amy Eilers Investment Related: Yes Address: P O Box 576 Moretown VT 05660 Nature of Business: Real Estate Position, Title or Relationship: Joint ownership with my wife Start Date: 4/15/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: management and maintenance of residential property Business Name: Eilers Financial Services Investment Related: Yes Address: 105 Mad River Green Suite 2 waitsfield VT 05673 Nature of Business: Consulting; Insurance; Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Other,Manager of Insurance Agency Start Date: 8/1/2003 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Sales and Management Business Name: Friends of the Moretown Memorial Library Investment Related: No Address: 897 Route 100B Moretown VT 05660 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Other,Non Profit Town Library Start Date: 2/2/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: attend meetings 2x year Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Town of Moretown Investment Related: No Address: 19 Kaiser Drive Waterbury VT 05676 Nature of Business: Other Other/None of the Above Town Position, Title or Relationship: Other,Town organized in Vermont Start Date: 7/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Delinquent Tax Collector

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(5/23/2007)
RR
California
(4/1/2003)
RR
Colorado
(4/1/2003)
RR
Connecticut
(7/16/2004)
RR
District of Columbia
(9/8/2017)
RR
Florida
(4/1/2003)
RR
Georgia
(3/21/2018)
RR
Illinois
(1/21/2020)
RR
Indiana
(7/28/2006)
RR
Kentucky
(5/22/2003)
RR
Louisiana
(10/6/2021)
RR
Maine
(1/2/2014)
RR
Maryland
(4/3/2007)
RR
Massachusetts
(4/1/2003)
RR
Michigan
(10/15/2018)
RR
Montana
(8/30/2017)
RR
New Hampshire
(4/1/2003)
RR
New Jersey
(12/3/2018)
RR
New York
(5/23/2007)
RR
North Carolina
(4/13/2012)
RR
Ohio
(2/2/2023)
RR
Oregon
(3/22/2007)
RR
Pennsylvania
(1/19/2012)
RR
Rhode Island
(6/1/2018)
RR
Texas
(5/1/2023)
IAR
Texas
(5/2/2023)
RR
Utah
(10/5/2018)
RR
Vermont
(4/9/2003)
IAR
Vermont
(4/18/2016)
RR
Virginia
(5/22/2003)
RR
Washington
(4/7/2008)
RR
Wyoming
(5/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1997About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1988About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Craig Anton Eilers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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