Craig Adamson, CRPS®
Marion, Iowa, 52302
Member Since 2007
You are looking for a trusted advisor. Someone to share your hopes and dreams with -and your fears too. As your trusted advisor, we understand "it's about YOU." Estate planning, investment management and financial planning are important, but very broad terms. What do they mean to you? How do they apply to your life?
You are a unique individual. By focusing on understanding you as a person and your goals: financial independence, early retirement, or creating a legacy for your grandchildren we then have a guide to make the important decisons. Decisions like... how to avoid outliving your money, how to reduce investment risk, what investments are right for you, and how best to minimize your taxes. Afterall, it's about YOU.
My Location
Background Information
Years of Financial Experience
- 15
Education
- Iowa State University (Bachelors of Science)
Certifications and Designations
- CRPS®
- CRC®,
Association Memberships
- Ed Slott Elite IRA Advisor Group
- Retirement Income Industry Association
- Financial Services Institute
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- LPL Financial
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Quarterly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually and upon request
- I review my clients' investment portfolios with them semi-annually, annually and upon request
Registration & Licensing
- CRD/IARD Number: 2751115
- Securities Registrations: Series 65, Series 63, Series 7, Series 6
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health, Insurance is important to any financial plan. However, we don\'t put square pegs in round holes.
Company Names
- Registered Investment Advisor: LPL Financial
- Broker/Dealer: LPL Financial
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Arkansas
- Illinois
- Iowa
- Minnesota
- Missouri
- Nebraska
- Pennsylvania
- Texas
Disclosure(s)
- View StatementCraig Adamson offers securities and financial planning through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, Portfolio reviews to determine risk and investment overlap
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Trust asset management
Client Investment Services
- Securities, Active Management, REITS, Index Funds, Hedge Funds, Exchange Traded Funds
Investment Products
- Mutual Funds, Securities, REITs, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health, Business, Fixed indexed annuities
Visit Website - http://www.craigadamson-retirementexpert.com
