Craig Allen Mccormick

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2015 → 12/2021
  Cliftonlarsonallen Llp
  Bloomington, IL
• 02/2016 → 12/2021
  Cliftonlarsonallen Wealth Advisors, Llc
  Bloomington, IL
• 12/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2021 → 12/2022
  Renaissance Wealth Management
  Bloomington, IL
• 01/2023 → Present
  Renaissance Wealth Management Bn Llc
  Bloomington, IL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-03-31 → 2021-12-20
  Cliftonlarsonallen Wealth Advisors, Llc
  Minneapolis, MN
  Bloomington, IL
  Minneapolis, MN

Other Businesses

1. NAME OF OTHER BUSINESS: PROJECT OZ; INVESTMENT RELATED: NO ; ADDRESS: 1105 W FRONT ST BLOOMINGTON, IL 61701; NATURE OF BUSINESS: NON PROFIT BOARD; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: BOARD PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.25; BRIEF DESCRIPTION OF DUTIES: LEAD ALL BOARD MEETINGS, REVIEW/APPROVE BOARD MEETING AGENDA, AND SUPERVISE THE BOARD'S OVERALL BUSINESS AFFAIRS; 2. NAME OF OTHER BUSINESS: UNITED STATES MARINE CORPS RESERVES INVESTMENT RELATED: NO ADDRESS: 2205 DEPOT DRIVE BLDG 3200 GREAT LAKES IL 60088 NATURE OF BUSINESS: MILITARY START DATE: 03/2015 POSITION/TITLE/RELATIONSHIP: MAJOR / OFFICER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: FIELD OFFICER; 3. NAME OF OTHER BUSINESS: RENAISSANCE WEALTH MANAGEMENT BN LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: BLOOMINGTON PUBLIC LIBRARY; INVESTMENT RELATED: NO ; ADDRESS: 205 E. OLIVE ST BLOOMINGTON, IL 61704; NATURE OF BUSINESS: NON PROFIT BOARD; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: TREASURER ; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.25; BRIEF DESCRIPTION OF DUTIES: MANAGE THE LIBRARY'S FINANCIAL OVERSIGHT, OVERSEEING ANNUAL BUDGET, REVIEW FINANCIAL REPORTS, AND ENSURE FINANCIAL POLICIES ARE FOLLOWED; 5. NAME OF OTHER BUSINESS: FOUR SEASONS HEALTH CLUB; INVESTMENT RELATED: NO ; ADDRESS: 2401 AIRPORT RD BLOOMINGTON, IL 61704; NATURE OF BUSINESS: HEALTH CLUB BOARD; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SETTING POLICIES, STRATEGIC PLANNING, FINANCIAL OVERSIGHT; 6. NAME OF OTHER BUSINESS: MCLEAN COUNTY CHAMBER OF COMMERCE FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 2203 E EMPIRE ST, BLOOMINGTON, IL 61704; NATURE OF BUSINESS: BOARD; START DATE: 3/2026; POSITION/TITLE/RELATIONSHIP: SECRETARY; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: STRATEGIC PLANNING AND FINANCIAL OVERSIGHT; 7. NAME OF OTHER BUSINESS: LIFELONG ACCESS INVESTMENT RELATED: NO ADDRESS: 2000 JACOBSSEN DRIVE, NORMAL IL 61761 NATURE OF BUSINESS: COMMITTEE START DATE: 9/29/2026 POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: STEWARDSHIP, OVERSIGHT OF FINANCIAL RESOURCES.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-04-27
• S65 Uniform Investment Adviser Law Examination
  2017-03-31

Designations

• Certified Financial Planner