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Craig Prudhomme

Advisor at LPL Financial

Updated today

Location

Moose Lake, MN 55767

Credentials

Series 66

Industry experience

19 years

About

Craig Prudhomme is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017, previously spending a decade at Investment Centers of America, Inc. and three years at ICA Group Wealth Management, LLC. Outside of his advisory role, he is a partner with his spouse in an online retail business called MilkweedMeadow. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

400 Elm Avenue

Moose Lake, MN 55767

Most active in

Minnesota

Work history

ICA Group Wealth Management, LLC

2021 - 2024 (3 years)

LPL Financial

2017 - Present (9 years)

Investment Centers of America, Inc.

2007 - 2017 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Susan G

Series 66

Moose Lake, MN

Edward Jones

Susan Grutkoski is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at the Minnesota Department of Corrections and has experience in ranch management and the restaurant business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Tia G

Series 63

Moose Lake, MN

Edward Jones

Tia Grutkoski is a financial advisor at Edward Jones with 21 years of industry experience. She has been with Edward Jones since 2004 and holds a Series 63 designation. Outside of her advisory role, she serves as a scoreboard operator for Willow River ISD #577 during home varsity basketball games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retired Founder/Business Owner Executive Intergenerational Families

Jon L

Series 66

Moose Lake, MN

Edward Jones

Jon Lund is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Mercy Hospital for three years and Nemadji Research Corporation for nineteen years. He serves as Vice Chairman on the Moose Lake Fire District Board and holds volunteer director positions with the Moose Lake Community Hospital District and Essentia Health in Moose Lake, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated capabilities under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Military & Veterans Founder/Business Owner
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