Ernest Fred Collyer
Investment adviser representative at Craft & Sage Wealth
31 yearsExperience
2 statesRegistered in
ChFC®Designation
$306.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Craft & Sage WealthJun 2023 to now
- Royal AllianceMar 2018 to Jun 2023
- Fortis Investors, Inc.Dec 1995 to Mar 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Craft & Sage Wealth
Legal name: Craft & Sage Wealth, LLC
$306.8MAssets managed
531Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2675778
- Firm CRD
- 323565