Craig A. Krespach

GOLDEN FINANCIAL SERVICES

Portsmouth, NH 03801-2907

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CRD#: 4066881

Professional summary

Craig Alan Krespach, CFP® is a registered financial advisor currently at GOLDEN FINANCIAL SERVICES located in Portsmouth, New Hampshire.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Craig has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24 and Series 26 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 Alan Krespach'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

October 14, 2020 - Present

GOLDEN FINANCIAL SERVICES

Office #1: One New Hampshire Ave #125, Portsmouth, NH 03801-2907

RIA

CRD#: 132256

Portsmouth, NH

Past

November 7, 2001 - December 31, 2006

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

HAMPTON, NH

Past

November 1, 2001 - December 31, 2006

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

HAMPTON, NH

Past

June 6, 2001 - November 5, 2001

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

January 24, 2000 - May 16, 2001

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, 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

Maine
(10/14/2020)

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: 7/30/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/14/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/6/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/21/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/22/2003

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 2/7/2000

Investment Company Products/Variable Contracts Principal Examination

Current Firm

GOLDEN FINANCIAL SERVICES

GOLDEN FINANCIAL SERVICES | KRESPACH, CRAIG ALAN

CRD#: 132256 / SEC#:

Maine

Registered Investment Advisory firm - (10/14/2020 Approved)

New Hampshire

Registered Investment Advisory firm - (11/9/2004 Approved)

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Contact information

Main Address

One New Hampshire Ave #125, Portsmouth, NH 03801-2907

Mailing Address

Phone number

(603) 758-1755

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	253
AUM (Assets Under Management)	$ 54,300,574

Red Flags

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

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Craig A. Krespach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Alan Krespach's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

1717 CAPITAL MANAGEMENT COMPANY

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2001

Series 63

Date: 2/14/2000

Series 7

Date: 2/6/2002

Series 6

Date: 1/21/2000

Series 24

Date: 9/22/2003

Series 26

Date: 2/7/2000

Current Firm

GOLDEN FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GOLDEN FINANCIAL SERVICES

TRUST BUT VERIFY

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