Craig A. Stavely

TRINITY WEALTH

DENVER, CO 80238-3135

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CRD#: 5718550

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 Denver, 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig A Stavely | Craig Stavely

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.

Name: Hathaway College Funding. Investment-related: No. Address: Denver, CO. Nature: College Saving Education. Position: Head of Financial Planning. Start Date: 01/2024. Approximate hours per month: 40. Approximate hours per month during securities trading hours: 40. Duties: Assist clients with determining sources of funding for college.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Alan Stavely'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: 2013

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

October 13, 2023 - Present

TRINITY WEALTH

Office #1: 8354 E. Northfield Blvd. Unit 3700, Denver, CO 80238-3135

RIA

CRD#: 325294

DENVER, CO

Past

October 27, 2021 - February 9, 2023

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

LITTLETON, CO

Past

October 11, 2021 - February 9, 2023

PRUCO SECURITIES, LLC.

CRD#: 5685

LITTLETON, CO

Past

June 6, 2019 - September 30, 2021

KEEP IT SIMPLE FINANCIAL PLANNING

RIA

CRD#: 269826

DENVER, CO

Past

May 4, 2018 - December 31, 2021

ENVISAGE FINANCIAL, LLC

RIA

CRD#: 292546

DENVER, CO

Past

October 17, 2016 - March 19, 2018

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

ENGLEWOOD, CO

Past

October 11, 2016 - March 19, 2018

PRUCO SECURITIES, LLC.

CRD#: 5685

ENGLEWOOD, CO

Past

September 18, 2014 - October 13, 2016

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

DENVER, CO

Past

September 15, 2014 - October 13, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

DENVER, CO

Past

January 5, 2010 - September 4, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

GREENWOOD VLG, CO

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

Colorado
(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

State Security Law Exam

Series 63

Date: 12/21/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/11/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/4/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/30/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRINITY WEALTH

TRINITY WEALTH | TRINITY WEALTH PARTNERS, LLC | TRINITY WEALTH PARTNERS

CRD#: 325294 / SEC#:

Colorado

Registered Investment Advisory firm - (10/13/2023 Approved)

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Contact information

Main Address

8354 E. Northfield Blvd. Unit 3700, Denver, CO 80238-3135

Mailing Address

Phone number

(720) 260-4235

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 8,372,473

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Craig A. Stavely

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

KEEP IT SIMPLE FINANCIAL PLANNING

ENVISAGE FINANCIAL, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/21/2009

Series 7TO

Date: 10/11/2021

SIE

Date: 3/19/2018

Series 7

Date: 2/4/2012

Series 6

Date: 12/30/2009

Current Firm

TRINITY WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRINITY WEALTH

TRUST BUT VERIFY

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