Craig
Norris

Mariner Independent

CRD#7569814
Investment Advisor
in Chicago, IL

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About this Advisor

Craig Norris is a financial advisor based in Chicago, Illinois, working with Mariner Independent. Craig has previously held positions at Mariner Wealth Advisors, Wealthquest, Invst, Brown County Hs, Old National Bank, Elite Air, Student, Mariner Platform Solutions, and Archiwealth. Craig has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Craig is part of Mariner Independent, which operates out of Chicago, Illinois. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Chicago, IL

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Mariner Independent Brokerage Details

Total Assets Under Management

$4,345,628,317

IL Average: $2,243,162,756
Total Number of Employees

102

IL Average: 44
Total Number of Accounts

8,802

IL Average: 4,091
Average Account Size

$493,709

IL Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Craig Norris Work History

2024 - Present (0 year)

Mariner Platform Solutions

2024 - Present (0 year)

Archiwealth

2022 - 2023 (1 year)

Mariner Wealth Advisors

2021 - 2021 (< 1 year)

Wealthquest

2020 - 2020 (< 1 year)

Invst

2019 - 2021 (2 years)

Brown County Hs

2019 - 2019 (< 1 year)

Old National Bank

2015 - 2018 (3 years)

Elite Air

2011 - 2022 (11 years)

Student

Disclosures

Please visit the SEC profile of Craig Norris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mariner Independent

Jorge Soriano
Los Angeles, CA
David Trejo
Thousand Oaks, CA
Kevin Barlow
Newport Beach, CA
Stephen Mazer
Annapolis, MD
Ian Murray
Ramsey, NJ
Madison Trout
Warrenton, VA
Anthony Ferraiolo
Florham Park, NJ
Kristen Caseley
Brookline, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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