Craig Myers
Craig Myers is a registered investment advisor at Ameriprise Financial Services, LLC, based in Monticello, IL, with 28 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
107 S State St, Monticello, IL, 61856
Get directionsHistory
Regulatory History (8)
Judgment / Lien
July 2021Judgment / Lien
January 2018Judgment / Lien
January 2014Judgment / Lien
October 2013Judgment / Lien
October 2012Judgment / Lien
August 2012Judgment / Lien
February 2012Judgment / Lien
May 2011Other Business Activities
Craig is involved in several outside business activities, including business ownership, serving as a board member for Myers, and working as a sports official. These activities take up minimal time overall and are not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations14 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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