CK
CFP
CK
CFP
Craig Koller is a CFP-designated registered investment advisor, based in Clearwater, FL, with 32 years of industry experience.
Location
1811 North Belcher Rd, Suite 1-3, Clearwater, FL, 33765
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Regulatory History (1)
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Judgment / Lien
February 2018Other Business ActivitiesSells Insurance
Craig operates under the DBA Integrated Wealth Management, LLC since 2010. He also sells whole life, term, and fixed annuities, dedicating about 10-20% of his time to this activity, and operates Koller Wealth Management, Inc. as a DBA for LPL business, taking nearly full-time hours. Craig also owns AJC Insurance, LLC, formed as a tax entity for insurance commissions, with no current duties.
Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs 2 mos
Independent Financial Partners
July 2007 - Present · 19 yrs
Previous Registrations
LPL Financial LLC
June 2013 - January 2016 · 2 yrs 7 mos
LPL Financial LLCBroker
September 2009 - May 2019 · 9 yrs 8 mos
Mutual Service CorporationBroker
January 2006 - September 2009 · 3 yrs 8 mos
Aig Financial Advisors, INC.Broker
October 2005 - December 2005 · 2 mos
Koller Wealth Management INC.
April 2002 - December 2007 · 5 yrs 8 mos
Sunamerica Securities, INC.Broker
April 1995 - October 2005 · 10 yrs 6 mos
Investment Centers of America, INC.Broker
April 1993 - October 1994 · 1 yr 6 mos
State Registrations13 states
CODEFLGAILINNCNJNYORSCTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.