Richard Craig Wilson

Employer firm

Vault Wealth CRD 288541

$61.4M regulatory AUM 29 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2016 → 07/2017
  Pruco Securities Llc
  Irving, TX
• 06/2016 → 07/2017
  The Prudential Insurance Company Of America
  Irving, TX
• 07/2017 → Present
  Vault Wealth Strategies, Llc
  Norman, OK
• 07/2017 → 01/2018
  Vault Insurance Brokerage, Llc
  Norman, OK

Previous Registrations

• 2016-08-22 → 2017-08-03
  Pruco Securities, Llc.
  Plano, TX
  Oklahoma City, OK

Other Businesses

Cortado, LLC, non-investment related, 600 NW 23rd St, Suite 102, Oklahoma City, Ok 73103, software application company, minority interest, 07/2023, 0 hours per month, 0 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-11
• S63 Uniform Securities Agent State Law Examination
  2016-05-26

Other Names

• Craig Wilson