Craig
Narum

Trisperity Advisors, LLC

CRD#4475559
Investment Advisor
in Katy, TX

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About this Advisor

Craig Narum is a financial advisor based in Katy, Texas, working with Trisperity Advisors, LLC. Craig has previously held positions at Qittitut Consulting LLC and Trisperity Advisors. Craig has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Craig is part of Trisperity Advisors, LLC, which operates out of Katy, Texas. The firm has 2 employees and manages assets totaling $261.0 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Trisperity Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

22202 Highland Knolls Drive
Katy, TX 77450

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Trisperity Advisors, LLC Brokerage Details

Total Assets Under Management

$261,000,044

TX Average: $3,042,739,679
Total Number of Employees

2

TX Average: 49
Total Number of Accounts

771

TX Average: 2,315
Average Account Size

$338,521

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Craig Narum Work History

2007 - Present (18 years)

Trisperity Advisors

2001 - Present (24 years)

Qittitut Consulting LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Craig Narum 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 Trisperity Advisors, LLC

Craig Narum
Katy, TX

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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