Craig Koller

last updated 12/2/2017

Craig R. Koller

Owner at Integrated Wealth Management , LLC

Location:
3030 North Rocky Point Drive West, #700, Tampa, Florida, United States
HQ Phone:
(813) 314-2284

General Information

Experience

Owner - Koller Wealth Management, Inc.

Education

BS - Financial Management , University of North Dakota

Affiliations

Investment Advisor and Separate Entity - Independent Financial Partners

Recent News  

Integrated Wealth Management - About Us Page

Craig Koller
CERTIFIED FINANCIAL PLANNER ™ Certified Divorce Financial Analyst Craig R. Koller, CFP® Craig graduated from the University of North Dakota with a BS in Financial Management in 1993. While attending he was a 4-year football letter winner and team captain. In 1993 he became securities licensed and shortly thereafter began work on the floor of the Chicago Mercantile Exchange in Foreign Currency Futures trading. Two years later Craig began work at the 3rd largest independent brokerage firm in the US and was quickly promoted to Senior Compliance Examiner overseeing customer complaints, branch examinations and securities fraud investigations. With one of the most unique backgrounds and experience in the industry, Craig relocated to the Tampa area in 1997 to begin his own financial planning practice. Craig is a CERTIFIED FINANCIAL PLANNER™. After taking multiple clients through the process of getting divorced, Craig realized the need for comprehensive financial advice during such a life-altering event. Craig obtained his Certified Divorce Financial Analyst (CDFA) Designation in 2001 and began helping clients go beyond just making assets lists by helping them create a detailed post-marriage financial plan of action. Craig resides in Belleair Beach with his wife, Kristin, children, Jack and Allison, and golden lab, KC. He is an avid sailor, an accomplished woodworker, enjoys skiing, and ran his first marathon in 2006.

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Craig Koller

Craig Koller
Craig R. Koller, CFP® Craig graduated from the University of North Dakota with a BS in Financial Management in 1993. While attending he was a 4-year football letter winner and team captain. In 1993 he became securities registered and shortly thereafter began work on the floor of the Chicago Mercantile Exchange in Foreign Currency Futures trading. Two years later Craig began work at the 3rd largest independent brokerage firm in the US and was quickly promoted to Senior Compliance Examiner overseeing customer complaints, branch examinations and securities fraud investigations. With one of the most unique backgrounds and experience in the industry, Craig relocated to the Tampa area in 1997 to begin his own financial planning practice. Craig is a CERTIFIED FINANCIAL PLANNER™ PRACTITIONER. After taking multiple clients through the process of getting divorced, Craig realized the need for comprehensive financial advice during such a life-altering event. Craig obtained his Certified Divorce Financial Analyst (CDFA) Designation in 2001 and began helping clients go beyond just making assets lists by helping them create a detailed post-marriage financial plan of action. Craig resides in Belleair Beach with his children, Jack and Allison, and golden lab, KC. He is an avid sailor, an accomplished woodworker, enjoys skiing, and ran his first marathon in 2006. He can be reached by email or his office phone, (888) 224-3934.

Read More
Craig Koller

Craig Koller
Craig R. Koller, CFP® Craig graduated from the University of North Dakota with a BS in Financial Management in 1993. While attending he was a 4-year football letter winner and team captain. In 1993 he became securities registered and shortly thereafter began work on the floor of the Chicago Mercantile Exchange in Foreign Currency Futures trading. Two years later Craig began work at the 3rd largest independent brokerage firm in the US and was quickly promoted to Senior Compliance Examiner overseeing customer complaints, branch examinations and securities fraud investigations. With one of the most unique backgrounds and experience in the industry, Craig relocated to the Tampa area in 1997 to begin his own financial planning practice. Craig is a CERTIFIED FINANCIAL PLANNER™ PRACTITIONER. After taking multiple clients through the process of getting divorced, Craig realized the need for comprehensive financial advice during such a life-altering event. Craig obtained his Certified Divorce Financial Analyst (CDFA) Designation in 2001 and began helping clients go beyond just making assets lists by helping them create a detailed post-marriage financial plan of action. Craig resides in Belleair Beach with his children, Jack and Allison, and golden lab, KC. He is an avid sailor, an accomplished woodworker, enjoys skiing, and ran his first marathon in 2006. He can be reached by email or his office phone, (888) 224-3934.

Read More

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