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Craig Lawler

Aviso Wealth Management
44 Years of Experience
Selinsgrove, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Craig Lawler is a ChFC-designated registered investment advisor at Aviso Wealth Management, based in Selinsgrove, PA, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 791 clients with $490M in assets under management.

Aviso Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
791 clients
Average Client Portfolio
$626K average
Assets Under Management
$494.9M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.75%
$5M+1.00%

Fees may be negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 Airport Road, Suite 200, Selinsgrove, PA, 17870

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Settled
Customer Dispute
May 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Craig is a committee member for the Northumberland Montour Joint Airport Authority and chairman of the Northumberland Montour JT Airport Authority. He is also a sales agent for Employee Life insurance and sole proprietor of Brambly Hedge Company, a holding company, and president of Brambley Hedge LLC, which owns an airplane. Craig is also an Investment Advisor Representative with Aviso Wealth Management and a licensed insurance agent with Aviso Financial, LLC, though he is not currently using the license.

Employment History
Current Registrations
Aviso Wealth Management
October 2023 - Present · 2 yrs 7 mos
Osaic Wealth, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Cetera Advisors LLCBroker
September 2022 - November 2023 · 1 yr 2 mos
Cetera Investment Advisers LLC
November 2020 - November 2023 · 3 yrs
First Allied Advisory Services, INC.
July 2012 - November 2020 · 8 yrs 4 mos
First Allied Securities, INC.
August 2008 - July 2012 · 3 yrs 11 mos
First Allied Securities, INC.Broker
September 2005 - September 2022 · 17 yrs
Oppenheimer & CO. INC.Broker
January 2002 - September 2005 · 3 yrs 8 mos
Josephthal & CO., INC.Broker
September 1991 - January 2002 · 10 yrs 4 mos
Josephthal & CO., INC.Broker
March 1991 - October 1991 · 7 mos
Lehman Brothers INC.Broker
May 1988 - April 1991 · 2 yrs 11 mos
E. F. Hutton & Company INCBroker
February 1982 - May 1988 · 6 yrs 3 mos
State Registrations2 states
COPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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