Robert Craun is a CFP, PFS-designated registered investment advisor, based in Macomb, MI, with 23 years of industry experience.
Location
Macomb, MI
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a trustee, an agent selling annuities through Avantax Insurance Agency LLC, and co-owner of rental property. He is also a 50% owner, VP, and Treasurer of Craun, Freeman & Associates, PC, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 states
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