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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Allen Toberman's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

September 17, 2020 - Present

TOBERMAN BECKER WEALTH, LLC

Office #1: 1741 S Big Bend Blvd, St. Louis, MO 63117

RIA

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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

General Industry/Product Exam

Series 3

Date: 3/2/2011

National Commodity Futures Examination

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)

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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

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2026-02-16 TOBERMAN BECKER WEALTH FORM ADV PART 2A (2/16/2026)

Regulatory assets under management

Total Number of Accounts	473
AUM (Assets Under Management)	$ 170,793,879

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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Craig A. Toberman

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Allen Toberman's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOBERMAN BECKER WEALTH, LLC

ARCHFORD CAPITAL STRATEGIES, LLC

FOUNDATION WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

TOBERMAN BECKER WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 3

Date: 3/2/2011

Current Firm

TOBERMAN BECKER WEALTH, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOBERMAN BECKER WEALTH, LLC

TRUST BUT VERIFY

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