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Craig Steven Albers

INVESTMENT ADVISORS GROUP, LLC·JACKSONVILLE, Illinois
SIE, Series 6, Series 7, Series 24, Series 26, Series 31, Series 63, Series 65CFPClean record26 years registeredINVESTMENT ADVISORS GROUP, LLC
360 W. COLLEGE AVE, JACKSONVILLE, IL 62650CRD# 2376253Firm CRD# 315769

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Steven Albers · JACKSONVILLE, IL
Registration
CRD #2376253 · INVESTMENT ADVISORS GROUP, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

INVESTMENT ADVISORS GROUP, LLC
Sep 2021 – present
STIFEL, NICOLAUS & COMPANY, INCORPORATED
Oct 2008 – Oct 2021
JACKSONVILLE, IL
WACHOVIA SECURITIES, LLC
Jan 2008 – Nov 2008
JACKSONVILLE, IL
A. G. EDWARDS & SONS, INC.
Sep 2002 – Jan 2008
JACKSONVILLE, IL
AXA ADVISORS, LLC
Aug 1999 – Sep 2002
SPRINGFIELD, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
Series 31
Series 63
Series 65
Registration record
First registered · August 24, 1999
Years registered · 26
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVESTMENT ADVISORS GROUP, LLC
CRD 315769 · SEC 801-122396
AUM
$37M
Regulatory assets under management
Employees
1
176 client accounts
Services offered by INVESTMENT ADVISORS GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INVESTMENT ADVISORS GROUP, LLC →
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05

Frequently Asked Questions

What services does Craig Steven Albers offer?
Craig Steven Albers specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Illinois for a consultation.
What are Craig Steven Albers's credentials?
Craig Steven Albers holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Craig Steven Albers located?
Craig Steven Albers is based in JACKSONVILLE, Illinois, working with INVESTMENT ADVISORS GROUP, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Craig Steven Albers charge for services?
Craig Steven Albers'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 INVESTMENT ADVISORS GROUP, LLC?
INVESTMENT ADVISORS GROUP, LLC has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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