Craig Pluta
Craig Pluta is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Milwaukee, WI, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
135 S. 84th Street, Suite 135, Milwaukee, WI, 53214
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is an independent RIA providing financial planning services, and is an officer for Alliance Wealth Management Milwaukee, Inc. He also sells life and long-term care insurance and owns rental real estate.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Alliance Wealth Management Milwaukee, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
B. C. Ziegler and CompanyBroker
Gs2 Securities, INC.Broker
Cleary Gull Reiland & Mcdevitt INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations26 states
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