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Craig Douglas Meldahl

LONGBOAT KEY FINANCIAL GROUP, LLC·LONGBOAT KEY, Florida
Series 1, Series 9, Series 10, Series 31, Series 6328 years registeredLONGBOAT KEY FINANCIAL GROUP, LLC
6350 GULF OF MEXICO DRIVE, LONGBOAT KEY, FL 34228CRD# 331504Firm CRD# 138830

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Douglas Meldahl · LONGBOAT KEY, FL
Registration
CRD #331504 · LONGBOAT KEY FINANCIAL GROUP, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
Nov 2021 – present
LONGBOAT KEY FINANCIAL GROUP, LLC
Oct 2006 – Dec 2021
LONGBOAT KEY, FL
RAYMOND JAMES FINANCIAL SERVICES
Sep 2002 – Nov 2006
LONGBOAT KEY, FL
MERRILL LYNCH PIERCE FENNER & SMITH INC.
Feb 1998 – Aug 2002
SARASOTA, FL
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 9
Series 10
Series 31
Series 63
Registration record
First registered · February 13, 1998
Years registered · 28
03

Disclosure History

2015Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
LONGBOAT KEY FINANCIAL GROUP, LLC
CRD 138830 · SEC 801-67197
AUM
$39M
Regulatory assets under management
Employees
6
702 client accounts
Services offered by LONGBOAT KEY FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LONGBOAT KEY FINANCIAL GROUP, LLC →
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05

Frequently Asked Questions

What services does Craig Douglas Meldahl offer?
Craig Douglas Meldahl specializes in Financial Planning, Investment Management. Contact their office in LONGBOAT KEY, Florida for a consultation.
What are Craig Douglas Meldahl's credentials?
Craig Douglas Meldahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Douglas Meldahl located?
Craig Douglas Meldahl is based in LONGBOAT KEY, Florida, working with LONGBOAT KEY FINANCIAL GROUP, LLC. Their office serves clients in the LONGBOAT KEY metropolitan area and surrounding communities.
How does Craig Douglas Meldahl charge for services?
Craig Douglas Meldahl's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONGBOAT KEY FINANCIAL GROUP, LLC?
LONGBOAT KEY FINANCIAL GROUP, LLC has approximately 6 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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