CM
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Craig Moddelmog

31 Years of Experience
Loveland, CO
Broker

Craig Moddelmog is a registered investment advisor at Morgan Stanley, based in Loveland, CO, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

6125 Sky Pond Drive, Loveland, CO, 80538

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Craig is a partner at Sunflower Capital LLC, a real estate business in Windsor, Colorado, since 2018. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Private Client Services, LLCBroker
April 2013 - September 2022 · 9 yrs 5 mos
Cornerstone Wealth Management, INC.
April 2013 - November 2022 · 9 yrs 7 mos
LPL Financial LLCBroker
April 2009 - May 2013 · 4 yrs 1 mo
LPL Financial LLC
April 2009 - May 2013 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - April 2009 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2005 - April 2009 · 4 yrs 2 mos
Linsco/private Ledger CORP.Broker
March 2002 - February 2005 · 2 yrs 11 mos
Investment Professionals, INC.Broker
December 1999 - February 2002 · 2 yrs 2 mos
Invest Financial CorporationBroker
April 1997 - December 1999 · 2 yrs 8 mos
Everen Securities, INC.Broker
August 1995 - March 1996 · 7 mos
Prudential Securities IncorporatedBroker
August 1993 - August 1995 · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.