Craig Wassenaar is a CFP-designated registered investment advisor, based in Pella, IA, with 31 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold.
Location
833 Broadway St., Pella, IA, 50219
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Regulatory History
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 ActivitiesSells Insurance
Craig is a board member for Fields For Our Future and Trinity Reformed Church, dedicating minimal time to each. He is also an advisory representative for CIRA, spending full-time hours. Craig is also the President of Wassenaar Financial Group, where he does financial planning, manages client assets, and sells life insurance, dedicating full-time hours.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Midwestone Investment Services, INC
Sunamerica Securities, INC.Broker
State Registrations13 states
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
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