Craig Hauger
Craig Hauger is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Goodyear, AZ, with 44 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Goodyear, AZ
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2021Customer Dispute
June 2021Other Business ActivitiesSells Insurance
Craig works as an insurance agent, providing insurance and disability insurance research and recommendations to existing clients. This activity takes a few hours per week and is investment-related.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Aig Financial Advisors, INC.Broker
The Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
Macken Securities, INC.Broker
Pruco Securities CorporationBroker
Ids Financial Services INC.Broker
American Express Financial Advisors INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.