Craig Alan Adamson

Current Employers

Employment History

• 10/2000 → Present
  Lpl Financial Llc
  Marion, IA
• 04/2013 → 12/2021
  Plan2Thrive D/B/A True Wealth Stewardship
  Marion, IA
• 08/2022 → Present
  Truewealth Stewardship, Llc
  Marion, IA
• 11/2021 → Present
  Truewealth Stewardship, Llc
  Marion, IA

Previous Registrations

• 2013-04-02 → 2021-12-31
  Plan2Thrive Financial Services
  Marion, IA
  Davenport, IA

Other Businesses

1)03/01/2021 - ADAMSON FINANCIAL PLANNING - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2) 09/18/2003 - OUTSIDE INSURANCE SALES 3) 03/17/2016 - True Wealth Stewardship - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/15/2016 - 160 Hours Per Month/120 Hours During Securities Trading 4) 12/14/2021 - Community Educators LLC - Investment Related - Via Zoom and in person Locations TBD in Ankeny, Calmar, and Cedar Rapids subject to Covid restrictions. - Outside/W-2 Employment - Classroom Instructor - Started 01/03/2022 - 8 Hours Per Month During Securities Trading. 5) 12/22/2021 - BBMB, LLC DBA Community Educators, LLC - Not Investment Related - Outside/W-2 Employment - Start Date: 1/3/2022 - 8 Hours Per Month/8 Hours During Securities Trading - Classroom Instructor/Continuing Education. 6) 01/25/2022 - TrueWealth Stewardship LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/13/2022 - 20 Hours Per Month/15 Hours During Securities Trading 7) 05/31/2022 - No Business Name - Investment Related - Marion, IA 52302 - Real Estate Rental - Start Date - 02/18/2009 - 5 Hours Per Month/ 0 Hours During Securities Trading. 8) 09/12/2022 - TrueWealth Stewardship, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date - 08/01/2022 - 20 Hours Per Month/15 Hours During Securities Trading - I provide financial planning and consulting services through TrueWealth Stewardship, LLC, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1996-07-02