BC
CFP
BC
CFP
Brian Craig is a CFP-designated registered investment advisor, based in Green Bay, WI, with 23 years of industry experience.
Location
225S Monroe Ave, Suite 200, Green Bay, WI, 54301
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
August 1993Criminal
December 1978Final Disposition
Other Business ActivitiesSells Insurance
Brian sells fixed insurance products since January 2025, dedicating minimal time to this activity. This activity is investment-related and conducted at the branch location.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2025 - Present · 5 mos
Raymond James Financial Services Advisors, INC
December 2025 - Present · 5 mos
Previous Registrations
Commonwealth Financial NetworkBroker
December 2024 - December 2025 · 1 yr
Commonwealth Financial Network
December 2024 - December 2025 · 1 yr
Wintrust Investments LLCBroker
February 2017 - December 2024 · 7 yrs 10 mos
Wintrust Investments
February 2017 - December 2024 · 7 yrs 10 mos
Morgan Stanley
June 2009 - March 2017 · 7 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2017 · 7 yrs 9 mos
Citigroup Global Markets INC.
January 2003 - June 2009 · 6 yrs 5 mos
Citigroup Global Markets INC.Broker
November 2002 - June 2009 · 6 yrs 7 mos
State Registrations3 states
FLIAWI
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.