Simplified Financial Advice.

Meet Craig


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.


Favorite Food:

Chinese and Mexican

Best piece of financial advice I received:

Pay yourself first

Favorite Quote:

Be fearful when others are greedy and greedy when others are fearful

If I could meet anyone, past or present, it would be:

Muhammad Ali

Hidden talent:

I’ve been brewing beer for over 40 years

Favorite book:

The Lord of the Rings

Favorite movie or TV show:

Shawshank Redemption (movie); Breaking Bad (TV show)

What motivates me:

Helping people achieve their long-term goals

Favorite holiday:


Place I’d most like to visit:

Paris (my wife has been with her girlfriends, but I have not)

My biggest accomplishment:

My wife, children and grand children

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