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Craig A. Wolverton

FOUR SEASONS INVESTMENT ADVISORS
Montrose, CO 81401
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CRD#: 3229179
CW
Craig Arthur WolvertonFOUR SEASONS INVESTMENT ADVISORS

Professional summary


Craig Arthur Wolverton, who also goes by Craig Wolverton, is a registered financial advisor currently at FOUR SEASONS INVESTMENT ADVISORS, INC. located in Montrose, Colorado.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Craig has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

At a Glance


Always Fiduciary

Aliases


Craig Wolverton

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) - RIA


Click below to view Craig Arthur Wolverton'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

September 6, 2005 - Present

FOUR SEASONS INVESTMENT ADVISORS, INC.

Office #1: 1120 E Main St., Montrose, CO 81401
RIA
CRD#: 132375
Montrose, CO
Past

January 30, 2004 - February 18, 2005

NRP FINANCIAL, INC.

RIA
CRD#: 103717
MONTROSE, CO
Past

January 30, 2004 - March 31, 2006

NRP FINANCIAL, INC.

BD
CRD#: 103717
BRYAN, OH
Past

June 13, 2002 - March 29, 2006

TENNISON & ASSOC. INC.

RIA
CRD#: 115434
PAONIA, CO
Past

October 3, 2000 - February 18, 2004

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

May 26, 1999 - October 26, 2000

D.E. FREY & COMPANY, INC.

BD
CRD#: 23595
DENVER, CO

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
(9/6/2005)
IAR
Texas
(3/31/2010)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/1/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FS
FOUR SEASONS INVESTMENT ADVISORS, INC.
FOUR SEASONS INVESTMENT ADVISORS, INC.

CRD#: 132375 / SEC#:

Colorado
Registered Investment Advisory firm - (9/1/2005 Approved)
Texas
Registered Investment Advisory firm - (3/31/2010 Conditional Restricted)
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Contact information


Main Address
1120 E Main Street, Montrose, CO 81401
Mailing Address
Phone number
(970) 252-7471
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1,045
AUM (Assets Under Management)$ 108,935,612

Red Flags


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

Company Information


FOUR SEASONS INVESTMENT ADVISORS, INC.

CRD#: 132375Montrose, CO 81401

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