Craig Pfau

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About Craig Pfau

Craig is the founder and Managing Partner of Locust Lane. Craig has over 15 years of financial services experience, specializing in investment and wealth management. Craig is focused on helping individuals, families and retirement plan sponsors achieve their financial goals. As a fiduciary, Craig utilizes an evidence-based approach to constructing and managing client portfolios. Craig graduated from Syracuse University with a BS in Finance, as well as the University of Rochester, receiving an MBA in Finance. Craig resides in Milton, GA with his wife and three children.

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

CRD#

4935902

Firm CRD#

25803

States Licensed in

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

Assets Managed by Firm

200,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

150000

Compensation Methods

Based on Assets

Fee % Based on Assets

Tiered

Education

Bachelor of Science - Finance

Syracuse University
1999 -2003

MBA - Finance

University of Rochester
2012 -2016

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891076/paladinregistry-Locust-Lane-Wealth-Management-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Locust Lane Wealth Management