CB
CFP
CB
CFP

Craig Bartlett

26 Years of Experience
Saint Paul, MN

Craig Bartlett is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Saint Paul, MN, with 26 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10458 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

400 Robert Street North, Saint Paul, MN, 55101

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2026 - Present · 3 mos
Previous Registrations
Choreo, LLC
August 2023 - November 2025 · 2 yrs 3 mos
Creative Planning
October 2022 - July 2023 · 9 mos
Wipfli Financial Advisors, LLC
November 2021 - October 2022 · 11 mos
Northrock Partners, LLC
April 2020 - October 2021 · 1 yr 6 mos
U.S. Bancorp Investments, INC.Broker
June 2010 - January 2020 · 9 yrs 7 mos
U.S. Bancorp Investments, INC.
May 2010 - January 2020 · 9 yrs 8 mos
UBS Financial Services INC.
July 2008 - October 2009 · 1 yr 3 mos
UBS Financial Services INC.Broker
June 2007 - October 2009 · 2 yrs 4 mos
Planco Financial Services, LLCBroker
June 2005 - April 2007 · 1 yr 10 mos
Transamerica Capital, INC.Broker
March 2004 - May 2005 · 1 yr 2 mos
Intersecurities, INC.Broker
February 2002 - April 2004 · 2 yrs 2 mos
Afd, INC.Broker
August 1999 - October 2000 · 1 yr 2 mos
Compass Brokerage, INC.Broker
August 1998 - October 1998 · 2 mos
Allstate Life Financial Services, INC.Broker
October 1995 - July 1998 · 2 yrs 9 mos
State Registrations1 state
MN
Advisor

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Exams
No exam information available for this advisor.
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