Craig Scott Narum
CFP®Professional Summary
Craig Scott Narum, CFP® is a registered financial advisor currently at TRISPERITY ADVISORS, LLC located in Katy, Texas. Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Craig has worked at 2 firms and has passed the Series 66, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Retirement Planning
- Financial Planning
- Education Funding
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Tax Planning
Specializations
Biography
Craig has served on board of the Katy Area Chamber of Commerce, participated in other community organizations like the Katy Area Economic Development Council, and is a member of the national Financial Planning Association. He has volunteered locally for several years with Boy Scouts of America, Junior Achievement, Seven Lakes High band, local church, and various youth sports. Craig is a frequent contributor to the local media on money matters, including guest speaking events on...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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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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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
TRISPERITY ADVISORS, LLC | TRISPERITY WEALTH ADVISORY GROUP, LLC
Contact Information
Main Address
22202 Highland Knolls Drive, Katy, TX 77450Phone Number
(281) 395-1021# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
825AUM (Assets Under Management)
$335,172,917Similar Advisors
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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.
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Primary Firm SEC Registration
TRISPERITY ADVISORS, LLC | TRISPERITY WEALTH ADVISORY GROUP, LLC
State Registrations and Notice Filings
(1/1/2007)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Craig Scott Narum's CRS (Customer Relationship Summary).
Services Offered by Craig
- Business Services
- Retirement Planning
- Financial Planning
- Education Funding
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Tax Planning
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