KC
KC

Kenneth Craig

26 Years of Experience
Eagle, ID
BrokerSells Insurance

Kenneth Craig is a registered investment advisor at Independent Financial Group, LLC, based in Eagle, ID, with 26 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

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Location

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.

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Other Business ActivitiesSells Insurance

Kenneth is an insurance agent offering various insurance products, dedicating a few hours per week to this activity. He is also the 100% owner of Craig Financial Group, offering securities, advisory, and insurance business, and a board member for Redwood Creek HOA.

Employment History
Current Registrations
Independent Financial Group, LLC
September 2015 - Present · 10 yrs 8 mos
Independent Financial Group, LLCBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
June 2011 - September 2015 · 4 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
June 2011 - September 2015 · 4 yrs 3 mos
Chase Investment Services CORP.
September 2009 - June 2011 · 1 yr 9 mos
Chase Investment Services CORP.Broker
May 2009 - June 2011 · 2 yrs 1 mo
Wamu Investments, INC.Broker
April 2002 - May 2009 · 7 yrs 1 mo
J.B. Oxford & CompanyBroker
July 1998 - January 2001 · 2 yrs 6 mos
State Registrations4 states
CAGAIDTX
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.