CK
Craig W. Koski
HANCOCK, MI
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CRD#: 7273730
CK
Professional summary
Craig William Koski, who also goes by Craig Koski, was a registered financial advisor .
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Craig had worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Craig Koski
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)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 21, 2026 - Present
HANCOCK, MI
Past
November 27, 2020 - March 29, 2021
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
AUBURN HILLS, MI
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
Montana(5/21/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/25/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current firm
No current employment
Red Flags
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