Craig L. Arnwine

EVERGREEN WEALTH ADVISORS

Durango, CO 81301

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CRD#: 2480164

Professional summary

Craig Lane Arnwine is a registered financial advisor currently at EVERGREEN WEALTH ADVISORS located in Durango, Colorado.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Craig has worked at 8 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

OFF PISTE HOLDING CO, LLC. 2401 MAIN AVE, DURANGO, CO 81301. OWNS DURANGO RAPID WASH, AN AUTOMATIC CAR WASH BUSINESS. OWNER (100%)DUTIES: ACCOUNTING/ BOOKEEPING.WORKS 4 HRS/MO TO THIS BUSINESS. Owner ofEvergreen Wealth Insurance, Ltd. 813 Main Ave, Durango, CO 81301, an independent Colorado insurance agency. Mr. Arnwine also serves as an insurance agent for the firm. This takes less than 5% of Mr. Arnwine's time during market hoursl Evergreen Wealth Advisors and Investment Advisor Alliance are each outside businesses to each other fully disclosed. The majority of all time is spent on Evergreen Wealth Advisors.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Lane Arnwine's CRS (Customer Relationship Summary).

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

Current

January 23, 2024 - Present

EVERGREEN WEALTH ADVISORS

Office #1: 813 Main Ave Suite 203, Durango, CO 81301

RIA

CRD#: 155966

Durango, CO

Past

October 16, 2017 - February 25, 2021

KEELER & CO., LLC

RIA

CRD#: 125185

Durango, CO

Past

April 23, 2012 - December 31, 2023

EVERGREEN WEALTH ADVISORS

RIA

CRD#: 155966

DURANGO, CO

Past

April 18, 2012 - May 11, 2012

DYNAMIC

RIA

CRD#: 151367

PHOENIX, AZ

Past

April 17, 2007 - July 5, 2007

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

DURANGO, CO

Past

April 9, 2007 - July 5, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

DURANGO, CO

Past

December 1, 2003 - April 7, 2006

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

BOSTON, MA

Past

December 6, 2002 - November 19, 2003

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

May 10, 2002 - November 26, 2002

AIM PRIVATE ASSET MANAGEMENT

RIA

CRD#: 109264

HOUSTON, TX

Past

May 18, 1994 - November 14, 2002

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

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.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/23/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/9/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/16/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/24/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/28/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/17/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EVERGREEN WEALTH ADVISORS

EVERGREEN WEALTH ADVISORS | EVERGREEN WEALTH ADVISORS, LLC

CRD#: 155966 / SEC#:

California

Registered Investment Advisory firm - (12/1/2019 Terminated)

Colorado

Registered Investment Advisory firm - (4/23/2012 Approved)

Nebraska

Registered Investment Advisory firm - (11/1/2019 Terminated)

New Hampshire

Registered Investment Advisory firm - (12/31/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

813 Main Ave Suite 203, Durango, CO 81301

Mailing Address

Phone number

(970) 403-3783

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	272
AUM (Assets Under Management)	$ 46,200,000

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.

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Firm Stability Insights

Craig L. Arnwine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Lane Arnwine's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEELER & CO., LLC

EVERGREEN WEALTH ADVISORS

DYNAMIC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

GLOBAL ATLANTIC DISTRIBUTORS, LLC

AIM PRIVATE ASSET MANAGEMENT

INVESCO DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/9/2012

Series 66

Date: 4/16/2007

Series 63

Date: 5/24/1994

Series 7

Date: 10/28/1994

Series 6

Date: 5/17/1994

Current Firm

EVERGREEN WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVERGREEN WEALTH ADVISORS

TRUST BUT VERIFY

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