CM
CFP
CM
CFP

Craig Mccormick

8 Years of Experience
Bloomington, IL
Broker

Craig Mccormick is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bloomington, IL, with 8 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
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Location

Bloomington, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Craig is the president of the board of directors for Project Oz, a local non-profit, and serves as a Major/Officer in the United States Marine Corps Reserves, dedicating minimal time to this role. He also owns Renaissance Wealth Management BN LLC and serves as a trustee on the board of directors for the Bloomington Public Library, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
December 2021 - June 2023 · 1 yr 6 mos
Cliftonlarsonallen Wealth Advisors, LLCBroker
May 2017 - December 2021 · 4 yrs 7 mos
Cliftonlarsonallen Wealth Advisors, LLC
March 2017 - December 2021 · 4 yrs 9 mos
State Registrations14 states
AZCAFLILINKSMANCNMOHTNTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Craig Mccormick - Financial Advisor | TrueAdvisor