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Craig R. Cheney

SIGMA FINANCIAL
Boise, ID
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CRD#: 872001
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Professional summary


Craig Randolph Cheney is a registered financial professional currently at SIGMA FINANCIAL CORPORATION located in Boise, Idaho.

Craig is registered as a RR (Registered Representative) and started their career in finance in 1981. Craig has worked at 14 firms and has passed the Series 63, SIE, Series 7 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Craig Randolph Cheney'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®
None

Experience


Current

August 13, 2012 - Present

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
Boise, ID
Past

August 26, 2010 - August 16, 2012

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BOISE, ID
Past

December 10, 2009 - August 11, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
LAKEWAY, TX
Past

May 31, 2008 - November 3, 2009

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
AUSTIN, TX
Past

September 26, 2007 - May 31, 2008

CAPITAL ONE INVESTMENTS, LLC

BD
CRD#: 17526
AUSTIN, TX
Past

May 19, 2005 - October 12, 2007

MML DISTRIBUTORS, LLC

BD
CRD#: 38030
ENFIELD, CT
Past

October 19, 2004 - April 22, 2005

SKB SECURITIES

BD
CRD#: 38761
PORTLAND, OR
Past

February 24, 2003 - May 11, 2004

PROVASI CAPITAL PARTNERS LP

BD
CRD#: 119539
DALLAS, TX
Past

January 19, 2001 - October 28, 2002

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

July 22, 1994 - December 31, 1994

MFS FINANCIAL SERVICES, INC.

BD
CRD#: 18309
BOSTON, MA
Past

July 22, 1994 - April 24, 2000

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
BOSTON, MA
Past

November 12, 1992 - June 21, 1994

F & G SECURITIES, INC.

BD
CRD#: 16364
Past

June 18, 1987 - August 10, 1992

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

April 8, 1981 - January 23, 1986

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/13/2012)
RR
Colorado
(10/17/2024)
RR
Delaware
(9/24/2024)
RR
Florida
(6/3/2025)
RR
Idaho
(8/13/2012)
RR
Indiana
(6/24/2013)
RR
Maryland
(2/19/2025)
RR
New Jersey
(9/13/2024)
RR
Ohio
(4/15/2025)
RR
Oklahoma
(3/5/2025)
RR
Oregon
(8/13/2012)
RR
South Dakota
(11/22/2024)
RR
Texas
(8/13/2012)
RR
Washington
(2/24/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 4/19/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


SF
SIGMA FINANCIAL CORPORATION
SIGMA FINANCIAL CORPORATION

CRD#: 14303 / SEC#: , 8-30466

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
300 Parkland Plaza, Ann Arbor, MI 48103-9508
Mailing Address
300 Parkland Plaza, Ann Arbor, MI 48103-9508
Phone number
(734) 663-1611
Established
Michigan since 09/20/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
THE JEROME S. RYDELL REVOCABLE LIVING TRUST DATED 12/21/1998, AS AMENDED AND RESTATED ON 10/23/2020TRUST (OWNER OF ALL VOTING SHARES)
MCCLELLAN, JOHN ALEXANDERCHIEF RISK AND BUSINESS OFFICER4016479
PHILLIPS, RICHARD THOMASCHIEF COMPLIANCE OFFICER6041363
PISTOR, RANDOLPH FULVIOCHIEF LEGAL OFFICER5143334
RYDELL, BRANDON DAVIDPRESIDENT2933397
RYDELL, JEROME STANLEYCEO, CHAIRMAN AND TRUSTEE OF THE JEROME S. RYDELL REVOCABLE LIVING TRUST DATED 12/21/1998, AS AMENDED AND RESTATED ON 10/23/2020408389
WOOTON, RYAN DANIELCHIEF FINANCIAL OFFICER8006797

Disclosures


Regulatory Event15
Arbitration11

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


SIGMA FINANCIAL CORPORATION

CRD#: 14303Boise, ID

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