Craig P. Morningstar
Professional summary
Craig Paul Morningstar, who also goes by Craig Paul Morningstar, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Scottsdale, Arizona.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Craig has worked at 9 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Craig Paul Morningstar's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2025 - Present
IP FINANCIAL ADVISORY SERVICES LLC
June 8, 2011 - December 19, 2023
DYNAMIC
July 26, 2004 - June 1, 2010
SYNERGY INVESTMENT GROUP, LLC
March 22, 2004 - June 1, 2010
SYNERGY INVESTMENT GROUP, LLC
June 10, 2002 - November 3, 2003
TRIAD ADVISORS LLC
March 11, 2002 - June 11, 2002
CUE FINANCIAL GROUP, INC.
August 15, 2001 - June 11, 2002
CUE FINANCIAL GROUP, INC.
January 25, 1993 - April 30, 2001
CHARLES SCHWAB & CO., INC.
September 1, 1992 - January 15, 1993
AMERICAN FRONTEER FINANCIAL CORPORATION
May 4, 1992 - September 17, 1992
IDS LIFE INSURANCE COMPANY
May 4, 1992 - September 17, 1992
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/24/2025)
Exams
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
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.
