Craig Allan Ackermann
Investment adviser representative at Stewardship Trust Advisors
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$294.9MFirm 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
- Pension consulting
Experience
25 years in the industry.
- Stewardship Trust AdvisorsJun 2023 to now
- Pilgrims Capital Advisors, Inc dba Stewardship Trust Advisors InJun 2023 to now
- Stewardship Estate PlanningJul 2014 to Jun 2023
- Stewardship Advisory GroupMar 2013 to Jun 2023
- United Planners' Financial ServicesFeb 2011 to Jul 2023
- Stewardship Legacy Coaching, LLCApr 2002 to Jun 2023
- Ackerman FinancialMar 2001 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MI).
Stewardship Trust Advisors
Legal name: Pilgrims Capital Advisors, Inc.
$294.9MAssets managed
285Clients
4Advisers
2 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
- 4187403
- Firm CRD
- 121348