AdvisorOS Directory
Claim Profile
Unclaimed Profile
CS

Craig J Schortzmann

IP GROUP, INC.·WILMINGTON, Delaware
SIE, Series 7, Series 63, Series 66, Series 79TOClean recordIP GROUP, INC.
1 RIGHTER PARKWAY, WILMINGTON, DE 19803CRD# 4433411Firm CRD# 300077

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig J Schortzmann · WILMINGTON, DE
Registration
CRD #4433411 · IP GROUP, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LONGVIEW INNOVATION CORP.
CRD 300077 · SEC 801-126202
AUM
$125M
Regulatory assets under management
Employees
8
5 client accounts
Services offered by LONGVIEW INNOVATION CORP.
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at LONGVIEW INNOVATION CORP. →
Introduction

Speak with Craig

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Craig is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WILMINGTON?

Browse all registered financial advisors in WILMINGTON, Delaware or claim this profile if it's yours.

Browse WILMINGTON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Craig J Schortzmann offer?
Craig J Schortzmann specializes in Retirement Planning. Contact their office in WILMINGTON, Delaware for a consultation.
What are Craig J Schortzmann's credentials?
Craig J Schortzmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig J Schortzmann located?
Craig J Schortzmann is based in WILMINGTON, Delaware, working with IP GROUP, INC.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Craig J Schortzmann charge for services?
Craig J Schortzmann's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IP GROUP, INC.?
IP GROUP, INC. has approximately 8 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at IP GROUP, INC.

Varun Chandra
WILMINGTON, DE

More Advisors in WILMINGTON, Delaware

Kevin Michael Keefe
REALTA INVESTMENT ADVISORS, INC·WILMINGTON, DE
CFA
Mark W Jamison
DUPONT CAPITAL MANAGEMENT CORP·WILMINGTON, DE
Brian David Marvin
MARVIN & PALMER ASSOCIATES·WILMINGTON, DE
Devon Williams Daniels
DANIELS + TANSEY, L.L.P.·WILMINGTON, DE
Matthew Cole Beardwood
WESTOVER CAPITAL ADVISORS, LLC·WILMINGTON, DE
Albert Arthur Caporaso
CAPORASO ALBERT A & ASSOCIATES INC.·WILMINGTON, DE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
GREENVILLE (18)NEWARK (12)DOVER (10)REHOBOTH BEACH (8)LEWES (5)ROCKLAND (2)DAGSBORO (2)MONTCHANIN (2)HOCKESSIN (1)0000740272 (1)
City Guides
GREENVILLE GuideNEWARK GuideDOVER GuideREHOBOTH BEACH GuideLEWES Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Request removal of this profile