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Craig Bond is listed as Financial Advisor at Aggregate Wealth Management, a company with 4 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Craig Bond.
Craig Bond previously worked as Risk Analyst at Charles Schwab and Vice President Financial Consultant at Sheaff Brock Investment Advisors. Craig Bond holds Bachelor Of Science (B.S.), Finance from San Francisco State University.
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Craig Bond is a Financial Advisor at Aggregate Wealth Management. He possess expertise in series 7, series 63, mutual funds, equities, investments and 17 more skills.
Listed skills include Series 7, Series 63, Mutual Funds, Equities, and 18 others.
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Denver, Colorado, United States
- Provide planning services and portfolio review to clientele- Review asset allocations and investment strategies- Develop relationships with existing and potential clients- Deliver ad-hoc investment or planning advice as required
Lone Tree, Colorado, United States
- Review legal documents for acceptance, content and clarification- Work closely with Corporate Legal for escalated issues/interactions with counsel, especially for ERISAIRA related matters.
Indiana, United States
- Managed $200mm book of business with fiduciary responsibility to 170 clients
San Francisco, California, United States
- Managed teams of 10 – 30 specialists in Operations, Hotlines and specialty teams- Subject matter expert for internal and external clients regarding IRA regulations, QRP (money purchase and profit sharing), SEP, SIMPLE, 401K, i401K, 457, 403b, trusts and estate planning
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Craig Bond works for Aggregate Wealth Management.
Craig Bond is listed as Financial Advisor at Aggregate Wealth Management.
Craig Bond is based in Denver, Colorado, United States while working with Aggregate Wealth Management.
Craig Bond has worked for Aggregate Wealth Management, Charles Schwab, and Sheaff Brock Investment Advisors.
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Craig Bond holds Bachelor Of Science (B.S.), Finance from San Francisco State University.
Craig Bond is listed with skills including Series 7, Series 63, Mutual Funds, Equities, Investments, Portfolio Management, Securities, and Fixed Income.
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