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Craig Evan Steinhauer

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

15821 Ventura Boulevard, Suite 660, Encino, CA, 91436

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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 is a statutory agent, an IAR with NWF Advisory Services, and a financial advisor with NWF Advisory Group. He also reviews insurance policies, owns rental property, is a partner in NWF Advisory Group, LLC, is president of a Jewish Temple, and works as a financial professional under the DBA Artisan Capital Partners.

Employment History
Current Registrations
Osaic Wealth, INC.
June 2005 - Present · 20 yrs 8 mos
Nwf Advisory Services INC
June 1999 - Present · 26 yrs 8 mos
Osaic Wealth, INC.Broker
August 1991 - Present · 34 yrs 6 mos
Previous Registrations
1717 Capital Management CompanyBroker
September 1991 - July 2002 · 10 yrs 10 mos
State Registrations37 states
ALARAZCACOCTDCFLGAHIIDILINKSLAMAMDMEMIMNMONCNENJNMNVNYOKORPATNTXUTVTWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Craig Evan Steinhauer - Financial Advisor | TrueAdvisor