Craig Alan Rottman
Investment adviser representative at Financial Strategies Group
20 yearsExperience
3 statesRegistered in
$189.1MFirm assets
19 yearsFirm in business
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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
20 years in the industry.
- Aurora Securities Inc.Feb 2024 to now
- Secure Asset ManagementFeb 2024 to now
- Classic Holdings LLCSep 2011 to now
- Financial Strategies GroupJul 2006 to now
- Classic Asset Management LLC d/b/a Financial Strategies GroupJun 2006 to now
- Classic LLCJan 2013 to Apr 2024
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (CO, ND, TX).
Financial Strategies Group
Legal name: Classic Asset Management, LLC
$189.1MAssets managed
659Clients
4Advisers
19 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
- 4647293
- Firm CRD
- 122030