Stratos Wealth Partners-Utah

Stratos Wealth Partners-Utah We manage assets for individuals and families, providing investment management and financial planning

Securities offered through LPL Financial, member FINRA / SIPC. finra.org, sipc.org Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial p

rofessionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

One of the original founding partners of Stratos Wealth Partners of Ogden, Craig has been providing multi-generational w...
06/26/2023

One of the original founding partners of Stratos Wealth Partners of Ogden, Craig has been providing multi-generational wealth management services for over 35 years to families, and business owners in Utah as well as clients in other parts of the country.

Craig holds a business degree from Southern Utah State University, along with a FINRA Series 7 license held with LPL Financial, and the distinguished CFP® designation. He works with individuals and businesses and specializes in assisting them to accumulate wealth while working with a goal of developing a distribution plan for income to last through retirement. Craig is confident in his ability to implement financial solutions and strategies for his clients in addition to the follow-up care that he and his office assistants provide.

He and his wife Lisa have two children and enjoy spending some of their free time outdoors with family and friends. They love serving in their community and church. Craig has served on the board of the Weber School Foundation for over 25 years, helping the “Foundation to raise and provide funds to enhance educational goals and opportunities for students.”

Address

5929 S Fashion Pointe Drive #204
Ogden, UT
84403

Opening Hours

Monday 7am - 4:30pm
Tuesday 7am - 4:30pm
Wednesday 7am - 4:30pm
Thursday 7am - 4:30pm
Friday 7am - 4:30pm

Telephone

+18019176398

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