CC
ChFC
CC
ChFC

Craig Stephen Ciarlelli

43 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

5595 S Sycamore St, Littleton, CO, 80120

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Craig sells fixed insurance products, including life, health, disability, annuities, and long-term care. He also works as an investment adviser representative for Hinds Financial Group and consults companies about retirement plans through CC Coaching and Consulting Inc., dedicating about a quarter of his time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Hinds Financial Group INC
June 2006 - Present · 19 yrs 8 mos
Cetera Wealth Services, LLCBroker
November 1989 - Present · 36 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
January 1999 - June 2023 · 24 yrs 5 mos
Hinds Financial Group
January 1999 - March 2006 · 7 yrs 2 mos
New England SecuritiesBroker
May 1991 - December 1997 · 6 yrs 7 mos
Royal Alliance Associates, INC.Broker
November 1989 - December 1989 · 1 mo
Integrated Resources Equity CorporationBroker
September 1988 - November 1989 · 1 yr 2 mos
Equity Services, INC.Broker
June 1982 - September 1988 · 6 yrs 3 mos
State Registrations39 states
AKALAZCACOFLGAIAIDILINKSMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.