CE
CFP
CE
CFP

Craig Eyler

25 Years of Experience
Evanston, IL
Broker

Craig Eyler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Evanston, IL, with 25 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.

Loading...

Location

Evanston, IL

Get directions

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.

Learn about disclosures →
Other Business Activities

Craig has a 50% ownership in Verismo Financial LLC, an investment-related entity, and spends about a third of his time on it. He also has 100% ownership of Eyler Financial Services Inc., an S Corp to fund Verismo Financial LLC, dedicating minimal time to it.

Employment History
Current Registrations
Wells Fargo Advisors
September 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley
June 2009 - September 2024 · 15 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2024 · 15 yrs 3 mos
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2001 - June 2009 · 8 yrs 3 mos
State Registrations42 states
ALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENJNMNVNYOHORPARISCTNTXUTVAWAWI
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.