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Craig Alan Nieschwietz

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B

Fee Structure

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Location

2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016

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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 is an independent insurance agent and also runs a CPA practice, dedicating nearly full-time hours to the latter. He is also involved in several real estate and agricultural businesses, but spends minimal time on each.

Employment History
Current Registrations
Dynamic
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Kmc Wealth Management, LLC
January 2014 - September 2020 · 6 yrs 8 mos
Ameriprise Financial Services, INC.
March 2011 - November 2013 · 2 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Craig Alan Nieschwietz - Financial Advisor | TrueAdvisor