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Craig Schinke

39 Years of Experience
Camden, SC
Sells Insurance

Craig Schinke is a registered investment advisor at Advisory Services Network, based in Camden, SC, with 39 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1039 Broad Street, Camden, SC, 29020

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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 works as a wealth advisor for Advisory Services Network DBA Tenet Wealth Management, focusing on investments and financial planning, dedicating about 30% of his time. He also works as an insurance agent providing fixed insurance products, spending a few hours per week on this activity, and provides financial, retirement, and estate planning through Tenet Wealth Management, spending about 20% of his time.

Employment History
Current Registrations
Advisory Services Network
August 2014 - Present · 11 yrs 11 mos
Previous Registrations
Kovack Securities INC.Broker
October 2014 - December 2018 · 4 yrs 2 mos
Resource Horizons Group LLCBroker
August 2014 - October 2014 · 2 mos
Thrivent Investment Management INC.
February 2005 - August 2014 · 9 yrs 6 mos
Thrivent Investment Management INC.Broker
July 2002 - August 2014 · 12 yrs 1 mo
Lutheran Brotherhood Securities CORP.Broker
January 1987 - July 2002 · 15 yrs 6 mos
State Registrations1 state
SC
Advisor

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.
Craig Schinke - Financial Advisor | TrueAdvisor