CB
CFP
CB
CFP

Craig Bedenbaugh

34 Years of Experience
Greenville, SC
Broker

Craig Bedenbaugh is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Greenville, SC, with 34 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

31 S Main Street, Greenville, SC, 29601

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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 Activities

Craig has ownership stakes in two investment-related entities: Bedenbaugh YPW, LLC (100% ownership) and Finet Practice Yield Private Wealth, LLC (33% ownership), both starting in May 2023. He spends minimal time on these activities.

Employment History
Current Registrations
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2002 - May 2023 · 20 yrs 11 mos
Wachovia Securities, INC.Broker
September 2000 - June 2002 · 1 yr 9 mos
Wells Fargo Clearing Services, LLC
June 2000 - May 2023 · 22 yrs 11 mos
Signator Investors, INC.Broker
March 1992 - September 2000 · 8 yrs 6 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1992 - May 1997 · 5 yrs 2 mos
State Registrations32 states
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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.
Craig Bedenbaugh - Financial Advisor | TrueAdvisor