Craig J. Wright
UNITED ADVISOR GROUP
Springfield, MO 65804
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CRD#: 5715507
Professional summary
Craig Joseph Wright, CFP®, who also goes by Craig Wright, is a registered financial advisor currently at UNITED ADVISOR GROUP located in Springfield, Missouri.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Craig has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Craig Wright
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.
1.) WFA LLC is Investment Related "3809 S. Greystone Court, Suite A, Springfield, MO 65804, United States." DBA for Advisory. Owner 2023-02-27, 120 hours per month 120 hours per month during trading hours, Fee based compensation. Provide fee-based advice and asset management for clients. 2.) IAR; SFA LLC. Dba Strategic Financial; investment related: Yes; Location of the business: 3809 South Greystone Court, Suite A Springfield MO 65804 US; Description of the business: DBA of Financial Firm; Start date with business: 2023-03-01; Hours per month devoted to business during trading hours: 120; Hours per month devoted to business outside trading hours: 50; Percentage of total yearly compensation expected to be derived from the business: 100; 3.) Bearcat Holdings LLC, Is Not Investment Related, "3809 S. Greystone Court, Suite A, Springfield, MO 65804, United States" Real Estate, Landlord 2017-0701, 1 hours per month, 1 hours per month during trading hours, Other Compensation, Commercial property management. 4.) StratSync, LLC (owner), Is Not Investment Related, "3809 S. Greystone Court, Suite A, Springfield, MO 65804, United States," Insurance, Insurance Agent, 2009-09-01, 60 hours per month, 25 hours per month during trading hours, Commission compensation, "Sale of life insurance, disability insurance, long-term care insurance, and fixed annuities. 5). NAIFA Missouri,Is Not Investment Related,"4721 S. National Ave, Suite A1, Springfield, MO, 65810, United States",Trade organization,President,2023-01-01,2 hours per month,0 hours per month during trading hours,No Compensation Compensation,Preside over board meetings. Provide direction and guidance for organization. 6.) Bearcat Holdings, LLC. Not investment related. Commercial real estate 7.) Department of Labor; 200 Constitution Ave NW, Washington, DC 20210; ERISA Advisory Council Member; Not investment related; 15-20 days per year; Advise the Secretary of Labor and submit recommendations regarding the Secretary's functions under ERISA.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Joseph Wright'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®
Start date: 2021
Experience
Current
March 1, 2023 - Present
UNITED ADVISOR GROUP
Office #1: 3809 S. Greystone Court Suite A, Springfield, MO 65804RIA
CRD#: 324205
Springfield, MO
Past
March 1, 2023 - December 26, 2023
SILVER OAK SECURITIES, INCORPORATED
BD
CRD#: 46947
Springfield, MO
Past
August 30, 2010 - March 2, 2023
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
SPRINGFIELD, MO
Past
October 19, 2009 - March 2, 2023
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
SPRINGFIELD, MO
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".
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
Registered Investment Advisory firm - (1/5/2023 Approved)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
Missouri(3/1/2023)
IAR
Texas(7/25/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
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Contact information
Main Address
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242
Mailing Address
Phone number
(888) 242-4912
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,875 |
| AUM (Assets Under Management) | $ 1,091,628,945 |
Red Flags
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Company Information
UNITED ADVISOR GROUP
CRD#: 324205Springfield, MO 65804TRUST BUT VERIFY
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