Craig Joseph Taetsch

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 12/2016
  Gordonshire, Llc
  Grand Rapids, MI
• 01/2015 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Gordonshire, LLC Consulting Walker, MI Start date: 10/1/2014 Managing Partner Assist client with creating a repeatable Sales Process for their business. Uber Ride Sharing Walker, MI Start date: 11/1/2014 Driver As part of Uber, 1099 contract employee to provide ride sharing services to people in Grand Rapids Metro area. Done after hours to assist GR residents to not drink and drive. USA Hockey Official Type of business: Officiating Walker, MI Start date: 2/23/2021 USA Hockey Official Hours per week: 6 Hours during trading: 0 Officiate Hockey games

Exams

• S66 Uniform Combined State Law Examination
  2015-03-20

Designations

• Certified Financial Planner

Other Names

• Craig Josheph Taetsch