CC
ChFC
CC
ChFC

Craig Coen

24 Years of Experience
Warrensburg, MO
BrokerSells Insurance

Craig Coen is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Warrensburg, MO, with 24 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

206 S Holden, Warrensburg, MO, 64093

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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

Craig is a co-owner and financial planner at Murdock Banner Financial Group LLC since 2017, dedicating full-time hours to this role. He also works as an insurance agent selling various insurance products and serves as a board member for the University of Central Missouri Alumni Foundation, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
December 2010 - March 2024 · 13 yrs 3 mos
U.S. Bancorp Investments, INC.
March 2006 - December 2010 · 4 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
December 2001 - December 2010 · 9 yrs
Firstar Investment Services,inc.Broker
August 2001 - December 2001 · 4 mos
State Registrations36 states
ALARAZCACOCTFLGAHIIAILINKSMAMIMNMOMSMTNCNENHNMNVNYOHOKORPASCSDTNTXVAWAWI
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.
Craig Coen - Financial Advisor | TrueAdvisor