Simplified Financial Advice.
Craig oversees the day-to-day operations in our Carson Wealth office. He also works very closely with our clients and their families to provide comprehensive guidance with a personal approach. As a fiduciary, he offers guidance and advice that is in the best interest of the client and his personal approach helps him to engage more closely with clients to provide advice that best suits their unique lives.
A graduate of the University of Colorado with a degree in Economics, Craig also holds a CERTIFIED FINANCIAL PLANNER™ certification. His career within the financial services industry spans more than four decades. He is motivated by helping people achieve their long-term goals.
Outside of work, Craig enjoys spending time with his wife, children and grandchildren. He also enjoys brewing his own beer as a hobby and has been doing so for years.
Craig Splan is also registered with Integrated Wealth Advisory Services, Inc., an SEC registered investment adviser. Additional information about Craig Splan and Integrated Wealth Advisory Services, Inc. is available online at www.adviserinfo.sec.gov. You can search the site by a unique identifying number, known as a CRD number. The CRD number for Integrated Wealth Advisory Services, Inc. is 115821. Craig Splan’s CRD number is 1093707.