Craig Poet is a registered investment advisor at Wells Fargo Advisors, based in Ponca City, OK, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1926 Lake Rd, Ste 3, Ponca City, OK, 74604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig is a notary public, trustee of a 401k plan, and has a 25% ownership in Ferguson, Mulligan, and Poet LLC. He also owns multiple rental properties, some with his spouse, and serves as treasurer for the Community Health Foundation of Ponca City, dedicating minimal time to each activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations16 states
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