Craig Bober
Investment adviser representative at Sard Wealth Managment Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$464MFirm 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
10 years in the industry.
- Sard Wealth Managment Group, LLCFeb 2026 to now
- Sard Wealth Management Group, LLCDec 2023 to now
- OsaicJun 2023 to Dec 2023
- West Liberty UniversityAug 2019 to Jun 2023
- UnemployedJan 2016 to Jul 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Sard Wealth Managment Group, LLC
Legal name: Sard Wealth Management Group, LLC
$464MAssets managed
325Clients
2Advisers
18 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
- 7775148
- Firm CRD
- 123457