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Craig Allen Ratz

Calculated Wealth

Madison, WI

Roseville, MN

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Current Employers
Calculated Wealth

2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-04-07
  • MN RA
    APPROVED
    Since 2023-04-07

Branch Locations

2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247 • United States

2355 Hwy 36 W Bonestroo Suite 400, Roseville, MN 55113 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guncheon Financial, Llc Plymouth MN 10/2020 12/2022
Bmo Harris Bank Minneapolis MN 09/2013 09/2020
Calculated Wealth Llc Madison WI 01/2023 Present
  • 10/2020 → 12/2022
    Guncheon Financial, Llc
    Plymouth, MN
  • 09/2013 → 09/2020
    Bmo Harris Bank
    Minneapolis, MN
  • 01/2023 → Present
    Calculated Wealth Llc
    Madison, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-22
  • S65 Uniform Investment Adviser Law Examination
    2020-10-22
Designations

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CLF ASSET MANAGEMENT, INC.
EAGLE STRATEGIES LLC
VALMARK ADVISERS, INC.
GREENPOINT ASSET MANAGEMENT V LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ASSOCIATED INVESTMENT SERVICES, INC.

Other Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

More in Madison, WI

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