CC
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Craig Ashby Connolly

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
5,276 clients
Average Client Portfolio
$86K average
Assets Under Management
$454.5M

Fee Structure

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Location

3707 E Southern Ave Suite 2049, Mesa, AZ, 85206

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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 manages a rental property, works in solar sales, and is an independent insurance agent selling various insurance products including life insurance and annuities, dedicating about a quarter of his time to insurance sales. He also acts as a consultant for a small family business.

Employment History
Current Registrations
Thepartners Wealth Management
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Scf Investment Advisors, INC.
October 2021 - October 2024 · 3 yrs
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.