Craig Peterson
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Sep 2025 to now
- Eagle Strategies LLCFeb 2024 to now
- Transparent Financial Solutions, LLCJan 2024 to now
- New York Life Insurance CompanyAug 2020 to now
- Nylife Securities LLC.Apr 2021 to Sep 2025
- UmemployedJul 2020 to Oct 2020
- Ceco Environmental CompanyJun 2018 to Jul 2020
- Iowa State UniversityAug 2017 to May 2018
- World's Finest ChocolateMay 2017 to Aug 2017
- Iowa State UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7281806
- Firm CRD
- 23131