Craig Larsen, CFP®, ChFC
Description
Financial advisor Craig Larsen, CFP®, ChFC, is a representative at AHC Advisors, Inc. in Saint Charles, IL. AHC Advisors, Inc., located in St. Charles, provides unbiased, objective, and independent Fee-Only financial planning, wealth management, and pension and 401k investment advice. Our objective is to put you on a path
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toward financial security through our comprehensive financial planning process. As your financial planner we aim to become your long-term partner, helping simplify your finances and giving you the freedom to focus on the things that are important to you. For over fifteen years we have helped our clients with their unique investment planning and wealth management needs as their investment advisor. We serve clients in the Chicago suburbs and locally in Saint Charles, Geneva, Batavia, Naperville and Elgin.
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Answers and Guides
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Firm Client Types
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Individuals |
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Pension and Profit Sharing Plans |
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High Net Worth Individuals |
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State or Municipal Government Entities |
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
Experience and Employment History
| Employer |
Years |
Dates |
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Apple Hill Consulting, Inc Formerly known as Apple Hill Trading
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17 years, 9 months
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Sep 1995 -
Present
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AHC Advisors, Inc.
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17 years, 9 months
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Sep 1995 -
Present
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*Experience and Employment History information reflects the past 10
years of employment as reported on the SEC ADV filing as of 10/11/2012, and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
Licenses and Conduct
| Regulator |
|
|
License Status
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Registered
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Disclosures
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|
| As of Date |
10/11/2012
|
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
Advisor Exams
| Exam |
Series |
Passed Date |
| Uniform Investment Adviser Law Examination |
Series 65 |
07/06/2004 |
Advisor Compensation Arrangements
Fee Only
Advisor
This advisor has certified that they are compensated solely by their clients,
and do not accept commissions or compensation of any kind based on the products they recommend.