True Wealth Stewardship
Craig Adamson has advised individual and business clients since 1996. He became an independent advisor in October 2000 when he joined LPL Financial and founded Adamson Financial Planning. The emphasis of Craig’s practice is to fully understand his clients both financially and personally. This “comprehensive” or “holistic” approach creates a customized financial plan and investment strategy for clients.
Craig holds an Iowa insurance license and is securities registered through LPL Financial in multiple states (Series 6, 7, 63, and 65). Craig also holds the Retirement Management Analyst (RMA), Certified Retirement Counselor (CRC), Chartered Retirement Plan Specialist (CRPS) and PLANSPONSOR Retirement Professional (PRP) designations. He is also a member in good standing with Ed Slott’s Master Elite IRA Advisor Group, the Insured Retirement Institute, the Retirement Income Industry Association (RIIA), and the Financial Services Institute.
Craig and his wife, Ann, have three beautiful, healthy children under the age of 12. He served 8 years as a Marion City Council Member and 2 years on the Marion Planning and Zoning Commission. Currently he is a Chamber of Commerce member, chair of the Marion Public Services Board, and is on several other boards related to affordable Senior housing and Senior volunteering opportunities.
Iowa State University