Craig James Bartlett

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

• 04/2010 → 12/2019
  U.S. Bancorp Investments, Inc.
  Edina, MN
• 04/2020 → 10/2021
  Northrock Partners
  Minneapolis, MN
• 12/2019 → 03/2020
  Unemployed
  Plymouth, MN
• 10/2021 → 09/2022
  Wipfli Financial Advisors, Llc
  Minneapolis, MN
• 10/2022 → 07/2023
  Creative Planning, Llc
  Minneapolis, MN
• 07/2023 → 11/2025
  Choreo, Llc
  Minneapolis, MN
• 07/2026 → Present
  Cetera Investment Advisers
  Schaumburg, IL
• 07/2026 → Present
  Cetera Financial Specialist Llc
  Schaumburg, ID
• 11/2025 → 07/2026
  Unemployed
  Plymouth, MN

Previous Registrations

• 2023-08-03 → 2025-11-03
  Choreo, Llc
  Rockford, IL
• 2022-10-05 → 2023-07-10
  Creative Planning
  Minneapolis, MN
  Overland Park, KS
• 2021-11-16 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
  Minneapolis, MN
• 2020-04-15 → 2021-10-12
  Northrock Partners, Llc
  Minneapolis, MN
• 2010-05-27 → 2020-01-14
  U.S. Bancorp Investments, Inc.
  Edina, MN
  Saint Paul, MN
  Minneapolis, MN
• 2008-07-02 → 2009-10-28
  Ubs Financial Services Inc.
  Minneapolis, MN
  Chicago, IL
  Minneapolis, MN
  Chicago, IL
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2008-06-23
• S63 Uniform Securities Agent State Law Examination
  1998-08-24

Designations

• Certified Financial Planner

Other Names

• Craig James Bartlett
• Craig Bartlett