Craig Toberman

Toberman Wealth is a Fee-Only Financial Advisor in St. Louis providing retirement planning advice and fiduciary investment management. At Toberman Wealth, we believe in comprehensive financial planning that helps families achieve their goals. Our firm is a family business, and we treat our clients as part of our extended family. From our family to yours, lets create a plan to grow your wealth and bring your family closer in the process.

Firm Start Year

2020

CRD#

6306558

Firm CRD#

310346

Years of Experience in Financial Services

12

Number of Years with Current Firm

3

Work Experience

Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting

Investment Types

Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Stocks

Can meet clients in the following ways

Email, Phone, Our Office, Your Home, Your Office, Our Offices, Video Conference

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Certifications, Accreditations & Designations

CFP^®, CFA^®, CPA

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Fee % Based on Assets

0.75%