Craig Joseph Wright

Current Employers

Employment History

• 08/2009 → 03/2023
  Strategic Financial Concepts, Inc.
  Wichita, KS
• 10/2009 → 03/2023
  The O.N. Equity Sales Company
  Cincinnati, OH
• 03/2023 → Present
  Silver Oak Securities
  Jackson, TN
• 09/2009 → Present
  Strategic Financial Concepts
  Springfield, MO
• 07/2023 → Present
  United Advisor Group
  Springfield, MO

Previous Registrations

• 2010-08-30 → 2023-03-02
  On Investment Management Co
  Springfield, MO

Other Businesses

1.) WFA LLC is Investment Related "3809 S. Greystone Court, Suite A, Springfield, MO 65804, United States." DBA for Advisory. Owner 2023-02-27, 120 hours per month 120 hours per month during trading hours, Fee based compensation. Provide fee-based advice and asset management for clients. 2.) IAR; SFA LLC. Dba Strategic Financial; investment related: Yes; Location of the business: 3809 South Greystone Court, Suite A Springfield MO 65804 US; Description of the business: DBA of Financial Firm; Start date with business: 2023-03-01; Hours per month devoted to business during trading hours: 120; Hours per month devoted to business outside trading hours: 50; Percentage of total yearly compensation expected to be derived from the business: 100; 3.) Bearcat Holdings LLC, Is Not Investment Related, "3809 S. Greystone Court, Suite A, Springfield, MO 65804, United States" Real Estate, Landlord 2017-0701, 1 hours per month, 1 hours per month during trading hours, Other Compensation, Commercial property management. 4.) StratSync, LLC (owner), Is Not Investment Related, "3809 S. Greystone Court, Suite A, Springfield, MO 65804, United States," Insurance, Insurance Agent, 2009-09-01, 60 hours per month, 25 hours per month during trading hours, Commission compensation, "Sale of life insurance, disability insurance, long-term care insurance, and fixed annuities. 5). NAIFA Missouri,Is Not Investment Related,"4721 S. National Ave, Suite A1, Springfield, MO, 65810, United States",Trade organization,President,2023-01-01,2 hours per month,0 hours per month during trading hours,No Compensation Compensation,Preside over board meetings. Provide direction and guidance for organization. 6.) Bearcat Holdings, LLC. Not investment related. Commercial real estate 7.) Department of Labor; 200 Constitution Ave NW, Washington, DC 20210; ERISA Advisory Council Member; Not investment related; 15-20 days per year; Advise the Secretary of Labor and submit recommendations regarding the Secretary's functions under ERISA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-10
• S63 Uniform Securities Agent State Law Examination
  2009-10-16

Designations

Other Names

• Craig Joseph Wright
• Craig Wright