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Craig Lane Arnwine

CRD# 2480164·Registered 1994 - 2025
Previously Registered: Being a previously registered professional could mean that Craig 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.

Professional Summary

Craig Lane Arnwine was a registered financial advisor. Craig was a previously registered financial professional and started their career in finance 1994 - 2025. Craig had worked at 8 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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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

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

32 years in the financial services industry

Current & Past Employments

EVERGREEN WEALTH ADVISORS·CRD# 155966
RIA
Durango, CO
January 23, 2024 - December 31, 2025
KEELER & CO., LLC·CRD# 125185
RIA
Durango, CO
October 16, 2017 - February 25, 2021
EVERGREEN WEALTH ADVISORS·CRD# 155966
RIA
Durango, CO
April 23, 2012 - December 31, 2023
DYNAMIC·CRD# 151367
RIA
Phoenix, AZ
April 18, 2012 - May 11, 2012
A. G. EDWARDS & SONS, INC.·CRD# 4
RIA
Durango, CO
April 17, 2007 - July 5, 2007
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
Durango, CO
April 9, 2007 - July 5, 2007
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.·CRD# 487
BD
Boston, MA
December 1, 2003 - April 7, 2006
GLOBAL ATLANTIC DISTRIBUTORS, LLC·CRD# 8326
BD
Hartford, CT
December 6, 2002 - November 19, 2003
AIM PRIVATE ASSET MANAGEMENT·CRD# 109264
RIA
Houston, TX
May 10, 2002 - November 26, 2002
INVESCO DISTRIBUTORS, INC.·CRD# 7369
BD
Houston, TX
May 18, 1994 - November 14, 2002

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Current Firm

EW
EVERGREEN WEALTH ADVISORS

EVERGREEN WEALTH ADVISORS | EVERGREEN WEALTH ADVISORS, LLC

CRD#: 155966
California
Registered Investment Advisory firm - California (12/1/2019 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (4/23/2012 Approved)
Nebraska
Registered Investment Advisory firm - Nebraska (11/1/2019 Terminated)
New Hampshire
Registered Investment Advisory firm - New Hampshire (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).

Contact Information

Main Address

813 Main Ave Suite 203, Durango, CO 81301

Phone Number

(970) 403-3783

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

272

AUM (Assets Under Management)

$46,200,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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 2012About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Apr 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1994About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Oct 1994About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1994About the Series 6 exam

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CRS (Client Relationship Summary)

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

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