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CK

Craig W. Koski

COPPER RANGE WEALTH MANAGEMENT
HANCOCK, MI
CRD#: 7273730
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CK
Craig William KoskiCOPPER RANGE WEALTH MANAGEMENT

Professional summary

Craig William Koski, who also goes by Craig Koski, is a registered financial advisor currently at COPPER RANGE WEALTH MANAGEMENT, LLC located in Hancock, Michigan.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Craig has 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig William Koski'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®
None

Experience

Current

May 21, 2026 - Present

COPPER RANGE WEALTH MANAGEMENT, LLC

RIA
CRD#: 342485
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
Michigan
(5/27/2026)
IAR
Montana
(5/21/2026)
IAR
Texas
(5/28/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/3/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/25/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/12/2020
Securities Industry Essentials Examination

Current Firm

CR
COPPER RANGE WEALTH MANAGEMENT, LLC
COPPER RANGE WEALTH MANAGEMENT LLC | COPPER RANGE WEALTH MANAGEMENT, LLC

CRD#: 342485 / SEC#:

Michigan
Registered Investment Advisory firm - (5/27/2026 Approved)
Montana
Registered Investment Advisory firm - (5/21/2026 Approved)
North Dakota
Registered Investment Advisory firm - (5/8/2026 Approved)
Texas
Registered Investment Advisory firm - (5/20/2026 Conditional Restricted)
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Contact information

Main Address
Hancock, MI
Mailing Address
Phone number
(906) 281-6577
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

COPPER RANGE WEALTH MANAGEMENT, LLC

CRD#: 342485Hancock, MI

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