Craig D. Meldahl

TOTAL WEALTH PLANNING AND MANAGEMENT

Longboat Key, FL

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CRD#: 331504

Professional summary

Craig Douglas Meldahl is a registered financial advisor currently at TOTAL WEALTH PLANNING AND MANAGEMENT, INC. located in Longboat Key, Florida.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1974. Craig has worked at 8 firms and has passed the Series 63, Series 31, PC, Series 1, Series 10 and Series 9 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Douglas Meldahl's CRS (Customer Relationship Summary).

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

November 19, 2021 - Present

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

RIA

CRD#: 166664

Longboat Key, FL

Past

November 7, 2006 - December 4, 2007

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

BRADENTON, FL

Past

October 19, 2006 - December 31, 2021

LONGBOAT KEY FINANCIAL GROUP, LLC

RIA

CRD#: 138830

LONGBOAT KEY, FL

Past

September 25, 2002 - November 8, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

LONGBOAT KEY, FL

Past

August 23, 2002 - November 8, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LONGBOAT KEY, FL

Past

February 13, 1998 - August 26, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SARASOTA, FL

Past

February 13, 1998 - August 26, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

February 24, 1978 - March 4, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

September 4, 1975 - February 24, 1978

REYNOLDS SECURITIES, INC.

CRD#: 712

Past

June 13, 1974 - August 31, 1975

A. G. EDWARDS & SONS, INC.

CRD#: 4

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".

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

TOMES WEALTH PLANNING AND MANAGEMENT, INC. | TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

CRD#: 166664 / SEC#: 801-113167

RIA

Registered Investment Advisory firm - (5/3/2018 Approved)

California

Registered Investment Advisory firm - (6/3/2018 Terminated)

Florida

Registered Investment Advisory firm - (5/4/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (5/25/2018 Terminated)

New York

Registered Investment Advisory firm - (5/4/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/7/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2018 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).

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

Florida
(11/29/2021)

IAR

Texas
(11/19/2021)

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

Series 63

Date: 8/31/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 10/26/2005

Futures Managed Funds Examination

General Industry/Product Exam

PC

Date: 4/1/1977

AMEX Put and Call Exam

General Industry/Product Exam

Series 1

Date: 6/8/1974

Registered Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/2/2003

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 4/29/2003

General Securities Sales Supervisor - Options Module Examination

Current Firm

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

TOMES WEALTH PLANNING AND MANAGEMENT, INC. | TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

CRD#: 166664 / SEC#: 801-113167

RIA

Registered Investment Advisory firm - (5/3/2018 Approved)

California

Registered Investment Advisory firm - (6/3/2018 Terminated)

Florida

Registered Investment Advisory firm - (5/4/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (5/25/2018 Terminated)

New York

Registered Investment Advisory firm - (5/4/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/7/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2018 Terminated)

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Contact information

Main Address

Ponte Vedra, FL

Mailing Address

Po Box 859, Ponte Vedra Beach, FL 32004

Phone number

(866) 568-0003

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A WRAP FEE (3/4/2025)

ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts	1,264
AUM (Assets Under Management)	$ 203,935,965

Red Flags

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

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Firm Stability Insights

Craig D. Meldahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Douglas Meldahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

LONGBOAT KEY FINANCIAL GROUP, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY DW INC.

REYNOLDS SECURITIES, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/31/1987

Series 31

Date: 10/26/2005

PC

Date: 4/1/1977

Series 1

Date: 6/8/1974

Series 10

Date: 7/2/2003

Series 9

Date: 4/29/2003

Current Firm

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

TRUST BUT VERIFY

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