Craig Alan Stavely
CFP®, ChFC®, CLU®Professional Summary
Craig Alan Stavely, CFP®, ChFC®, CLU®, who also goes by Craig A Stavely, Craig Stavely, is a registered financial advisor currently at TRINITY WEALTH located in Aurora, Colorado. Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Craig has worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Craig A Stavely, Craig Stavely
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
TRINITY WEALTH | TRINITY WEALTH PARTNERS, LLC | TRINITY WEALTH PARTNERS
Contact Information
Main Address
6105 S. Main St. Ste. 200, Aurora, CO 80016Phone Number
(720) 260-4235# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
70AUM (Assets Under Management)
$18,505,328Similar 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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State Registrations and Notice Filings
(10/13/2023)
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.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2009About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Craig Alan Stavely's CRS (Customer Relationship Summary).
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