Craig A. Toberman
TOBERMAN BECKER WEALTH
St. Louis, MO 63117
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CRD#: 6306558
Professional summary
Craig Allen Toberman, CFA, CFP® is a registered financial advisor currently at TOBERMAN BECKER WEALTH, LLC located in St. Louis, Missouri.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Craig has worked at 3 firms and has passed the Series 3 exam.
Core Areas of Focus
Business Owners
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Retirement Income Management
Social Security Planning
What is your minimum asset requirement?
500K
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.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Allen Toberman'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: 2016
Experience
Current
September 17, 2020 - Present
TOBERMAN BECKER WEALTH, LLC
Office #1: 1741 S Big Bend Blvd, St. Louis, MO 63117RIA
CRD#: 310346
St. Louis, MO
Past
July 26, 2016 - December 31, 2018
ARCHFORD CAPITAL STRATEGIES, LLC
RIA
CRD#: 164482
Swansea, IL
Past
October 6, 2015 - June 9, 2016
FOUNDATION WEALTH MANAGEMENT, LLC
RIA
CRD#: 127134
Clayton, 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".
TOBERMAN BECKER WEALTH, LLC
TOBERMAN BECKER WEALTH, LLC | TOBERMAN WEALTH, LLC
CRD#: 310346 / SEC#: 801-131395
RIA
Registered Investment Advisory firm - (11/4/2024 Approved)Illinois
Registered Investment Advisory firm - (11/15/2024 Terminated)Missouri
Registered Investment Advisory firm - (11/15/2024 Terminated)Texas
Registered Investment Advisory firm - (11/15/2024 Terminated)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
Illinois(9/17/2020)
IAR
Missouri(6/21/2021)
IAR
Texas(7/6/2023)
Current Firm
TOBERMAN BECKER WEALTH, LLC
TOBERMAN BECKER WEALTH, LLC | TOBERMAN WEALTH, LLC
CRD#: 310346 / SEC#: 801-131395
RIA
Registered Investment Advisory firm - (11/4/2024 Approved)Illinois
Registered Investment Advisory firm - (11/15/2024 Terminated)Missouri
Registered Investment Advisory firm - (11/15/2024 Terminated)Texas
Registered Investment Advisory firm - (11/15/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1741 S Big Bend Blvd, St. Louis, MO 63117
Mailing Address
Phone number
(314) 900-1404
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 473 |
| AUM (Assets Under Management) | $ 170,793,879 |
Red Flags
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Company Information
TOBERMAN BECKER WEALTH, LLC
CRD#: 310346St. Louis, MO 63117TRUST BUT VERIFY
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