Craig Michael Adams
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.8BFirm assets
Are you Craig Michael Adams? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- United Planners' Financial Services of America A Limited PartnerApr 2025 to now
- United Planners Financial ServicesApr 2025 to now
- Cma Wealth Management, LLCApr 2022 to now
- Craig M. AdamsSep 2003 to now
- Grove Point Advisors, LLCApr 2021 to Apr 2025
- Grove Point Investments, LLCApr 2021 to Apr 2025
- Bordentown LetipDec 2016 to Jan 2020
- H. Beck, Inc.May 2008 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NJ).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 4696984
- Firm CRD
- 20804