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CS
CFP · ChFC
CS
CFP · ChFC

Craig Skeels

Kestra Advisory Services, LLC
45 Years of Experience
Oxnard, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Craig Skeels is a CFP, ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Oxnard, CA, with 45 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

300 E Esplanade Drive, Suite 1800, Oxnard, CA, 93036

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2000
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Craig is a partner, CEO, and co-owner of Skeels & Fox Wealth Management, LLC and owner of Skeels and Wheels, LLC, both facilitating securities, advisory, and insurance business. He also engages in fixed insurance sales, marketing/trading classic cars, and co-owns multiple residential rental properties.

Employment History
Current Registrations
Kestra Investment Services, LLC
September 2026 - Present · 1 mo
Kestra Advisory Services, LLC
September 2026 - Present · 1 mo
Kestra Investment Services, LLCBroker
September 2026 - Present · 1 mo
Previous Registrations
Commonwealth Financial Network
September 2017 - September 2026 · 9 yrs
Commonwealth Financial NetworkBroker
September 2017 - September 2026 · 9 yrs
United Capital Financial Advisers
August 2005 - September 2017 · 12 yrs 1 mo
Girard Securities, INC.
May 2005 - September 2017 · 12 yrs 4 mos
Girard Securities, INC.Broker
May 2005 - September 2017 · 12 yrs 4 mos
American Express Financial Advisors, INC.
December 1997 - June 2005 · 7 yrs 6 mos
Ids Securities CORP.Broker
July 1986 - December 1986 · 5 mos
American Express Financial Advisors INC.Broker
July 1981 - June 2005 · 23 yrs 11 mos
Ids Life Insurance CompanyBroker
July 1981 - June 2005 · 23 yrs 11 mos
Ids Financial Services INC.Broker
July 1981 - December 1986 · 5 yrs 5 mos
State Registrations11 states
ALAZCACOFLMDOHORTNTXWA
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.
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