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Featured Business Financial Advisor in Marion, IA
Marion Financial Advisors
TrueWealth Stewardship
888 10th Street, Suite 101
Marion, IA 52302
(319) 373-4124
“Customized financial strategies aligned w/ your unique needs”
Advisor Profile
Craig Adamson
Name:  Craig Adamson
Phone Number:  (319) 373-4124
Website:  Visit Website
ADV Form II Link:
Available upon request

Disclaimer
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Financial Planning offered through TrueWealth Stewardship, a Registered Investment Advisor and a separate entity from LPL Financial.

About TrueWealth Stewardship

We help you gain power over your money through a multi-stage financial planning process. The goal is to get to know you very, very well to create a customized plan that fits what you and your family need, not what some high-budget advertising campaign is designed to sell you.

Our goal is to become your trusted partner to help you understand what you have, as well as what you may need to move you closer to your financial goals. Our independent structure allows us to work with your current advisor team, or to introduce you to other professionals who may be able to help you -such as legal or tax advisors.

We want to work with people who value professional advice and want an independent, professional advisor to help them make informed decisions about their money. If that describes you, we'd like to meet you to see if we can parnter with you.
 

General Information

Number of Years with Current Firm:    18
Years of Experience in Financial Services:    22
Name of Custodial Firm:    LPL Financial
Name of Broker/Dealer:    LPL Financial
States Licensed in:    IA, CO, FL, IL, KS, MN, MO, NE, NY, TX, WI
Insurance License#:    6864412
Firm CRD#:    6413
CRD#:    2751115
States Willing to do Business in:    Alburnett,Amana,Anamosa,Atkins,Cedar Rapids,Center Point,Central City,Coggon,Coralville,Ely,Fairfax,Hiawatha,Hopkinton,Lisbon,Martelle,Mechanicsville,Middle Amana,Monticello,Morley,Mount Vernon,Newhall,North Liberty,Norway,Olin,Palo,Quasqueton,Rowley,Ryan,Shellsburg,Solon,Springville,Stanwood,Swisher,Tiffin,Urbana,Vinton,Walford,Walker,Any
Gender:    Male
I work with the following types of clients:    Individual Investors
Work Experience:    Business Owner - 18 years (present) Advisor - Wells Fargo Investments - 4 years
I work with the following types of clients:    Non-Profit Organizations, Businesses
 

Education

Academic Background
 
Bachelor of Science - Iowa State University
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
Investment Types:    IRAs, Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Insurance and Annuity Licenses:    funeral expenses, Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    Series 65, Series 63, Series 7, Series 6
Certifications, Accreditations & Designations:    RMA - Retirement Management Advisor, Chartered Retirement Plans Specialist (CRPS®)
Non-Financial Organization Memberships:    Chair - Marion Public Services Board Board Member - Marion Senior Living Community Board Member - Cedar Rapids National Association of Insurance and Financial Advisors Board Member - Cedar Rapids Society of Financial Service Professionals Board Member - Retirement Income Industry Association Education Board & Peer Reviewer for Retirement Income Journal Member - CEO Roundtable Member - Marion/Cedar Rapids Chamber of Commerce Local President - Iowa State University Alumni Assn for Linn & Johnson Counties Assistant Coach - U-10 Linn Mar baseball Assistant Coach - U-8 AYSO Girls soccer Former - Marion City Council Member Former - Board member of Cedar Rapids Financial Planning Assn.
Financial Organization Memberships:    Paladin Registry, Society of Financial Services Professionals, National Association of Insurance and Financial Advisors (NAIFA)
 

Firm Information

Assets Managed by Advisor:    $30MM
Advisor's Number of Planning Clients:    150
Advisor's Number of Managed Clients:    200
Advisor's Number of Clients:    200
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Minimum Fee Charged for Flat Fee Accounts:    $0.00
Minimum Fee Charged for Hourly Planning Accounts:    $300
Minimum Fee Charged for Managed Accounts:    $300
Additional Details on Charges:    Fees are discussed up-front with clients.

Fee estimate is provided at time planning engagement is agreed to.

Annual fees for investment management are assessed on a sliding scale and may be increased or decreased depending on the services needed by the client. I will work with the client to define those needs to make the appropriate choices when implementing their investment strategy.
Hourly Rate:    $150.00
Fee % Based on Assets:    1
Compensation Methods:    Commissions, Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    50,000
 
 
 

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