CM
CFP · ChFC
CM
CFP · ChFC

Craig Molldrem

18 Years of Experience
Keller, TX
BrokerSells Insurance

Craig Molldrem is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Keller, TX, with 18 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
Loading...

Location

Keller, TX

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Craig is an author, owns rental properties, and is an agent/broker for fixed insurance sales. He also works as a financial professional for North Star Consultants of Texas.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
June 2009 - August 2023 · 14 yrs 2 mos
Cri Securities, LLC
June 2009 - October 2021 · 12 yrs 4 mos
Securian Financial Services, INC.Broker
October 2008 - August 2023 · 14 yrs 10 mos
Cri Securities, LLCBroker
October 2008 - October 2021 · 13 yrs
Cri Securities, LLCBroker
December 2005 - October 2006 · 10 mos
Securian Financial Services, INC.Broker
December 2005 - October 2006 · 10 mos
State Registrations40 states
AKALARAZCACOCTDCDEFLGAHIILINKYLAMAMDMEMIMNMONCNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWY
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 Molldrem - Financial Advisor | TrueAdvisor