Craig Clark Spanton

Current Employers

Employment History

• 10/2015 → Present
  Independent Financial Group
  Meridian, ID

Previous Registrations

• 2009-11-04 → 2015-12-01
  Tricor Advisory Services, Llc
  Las Vegas, NV
• 2007-11-02 → 2009-09-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boise, ID
• 2007-01-29 → 2007-11-02
  Wells Fargo Investments, Llc
  Eagle, ID
  Boise, ID
  Boise, ID
  Boise, ID

Other Businesses

(1) ADA COUNTY BOARD OF COMMUNITY GUARDIANS POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/12/2019 ADDRESS: 200 W. Front St., suite 220, Boise ID 83702, United States DESCRIPTION: MEMBER OF BOARD OF DIRECTORS FOR ADA COUNTY BOARD OF COMMUNITY GUARDIANS (2) LIVE INCORPORATED POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/27/2013 ADDRESS: PO Box 50451, Boise ID 83705, United States DESCRIPTION: EXECUTIVE DIRECTOR of LIVE INCORPORATED THE ACTING BOARD MEMBERS (3) LIONS CLUB POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 11/19/2008 ADDRESS: Zoom Meetings, United States DESCRIPTION: I am the President of my Lions Club. (4) BNI POSITION: Volunteer NATURE: Referral Services INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 6 START DATE: 11/01/2021 ADDRESS: , ID , United States DESCRIPTION: This is a Business Networking Group. I am currently VIce President so my duties are to enter each members attendance, and referral numbers each week. (5) SPANTON FINANCIAL PLANNING & INVESTMENT MANAGEMENT POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 06/25/2026 ADDRESS: 9543 W. Emerald Street, Suite 201, Boise ID 83704, United States DESCRIPTION: We are rebranding the financial advisory business as Spanton Financial Planning & Investment Management. Nothing else about the scope and style of the business will change with this new DBA.

Exams

• S66 Uniform Combined State Law Examination
  1997-11-24

Other Names

• Craig C Spanton