Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
None foundExperience Industry experience
26 years
Location
Morgan City, LA 70380
Ameritas Advisory Services, LLC
Enterprise
Craig Walker is a financial advisor with Ameritas Advisory Services, LLC, holding 26 years of industry experience. He has held roles at Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006, and is president of C&W Financial Services, Inc., where he has been active since 1988. He is also involved with INSGroup, focusing on insurance and employee benefits. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms supported by an Investment Committee and third-party partners.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fees for financial planning and consulting services negotiated or fixed; portfolio advisor program also may charge flat or asset-based fees
$0 - $250,000: Up to 2.30% total Advisory Fee (including program and IAR fee depending on program) $250,001 - $500,000: Up to 2.10% total Advisory Fee $500,001 - $750,000: Up to ~1.85% total Advisory Fee $750,001 - $1,000,000: Up to ~1.55% total Advisory Fee $1,000,001 - $3,000,000: Between 1.00% to 1.30% depending on program $3,000,001 - $5,000,000: Between 0.75% to 1.00% depending on program $5,000,001+: Between negotiable and 0.75% program fee plus IAR fee
Commission-based variable insurance products sold by IARs registered with affiliated broker dealer AIC; commissions received create conflicts of interest
Hourly financial planning and consulting fees up to $500 per hour
Account minimum: Varies by program, see detailed tiers below Minimum fee: Various minimum fees e.g., $40 minimum annual fee in some programs, $50 minimum annual program fee billed monthly prorata, $350 minimum program fee for Ameritas Wealth Platform Fee-only: Financial planning and consulting charged as hourly (up to $500/hour) or flat fees, negotiated or fixed fee schedules; may be one-time or ongoing fees
Morgan City, LA
1217 Southeast Blvd
Morgan City LA 70380
Advisors at this office
1
Louisiana · Texas
26 years of industry experience
Ameritas Advisory Services, LLC
2021 - Present • 5 years
Lincoln, NE
INSGroup
2016 - Present • 10 years
Houston, TX
C&W Barges, Llc
2010 - 2020 • 10 years
Patterson, LA
Ameritas Life Insurance Corp
2006 - Present • 20 years
Lincoln, NE
Ameritas Investment Corp
2006 - Present • 20 years
Lincoln, NE
C&W Financial Services, Inc.
1988 - Present • 38 years
Morgan City, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
PFS™, Series 66
Morgan City, LA
Cetera Planning Partners
Lauren Hebert is a financial advisor with Cetera Planning Partners, holding the PFS™ designation and Series 66 license, with 20 years of industry experience. She has a background that includes long-term roles with Avantax Advisory Services and Darnall, Sikes & Frederick CPAs, where she is a shareholder. Outside of advising, Hebert serves on the Accounting Advisory Board at Nicholls State University and operates a small eBay business selling doll accessories, as well as managing a boutique focused on craft products. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment process emphasizes diversified portfolios aligned with client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, and estate planning through third-party providers.
PFS™, Series 66
Morgan City, LA
Cetera Planning Partners
John Armato is a financial advisor with Cetera Planning Partners, holding PFS™ and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Advisors, as well as a long-standing position at the CPA firm Darnall, Sikes & Frederick, where he is a shareholder. Outside of his advisory work, he is involved as a member of a hunting club LLC and serves as a trustee for multiple trusts. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll services, and estate planning under its Legacy Wealth Strategies, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.
PFS™
Morgan City, LA
Cetera Planning Partners
Claire Reiners is a financial advisor at Cetera Planning Partners with the PFS™ designation and two years of industry experience. She has held roles at Avantax Planning Partners, Cetera, and Darnall Sikes Wealth Partners, where she currently provides investment advisory services including retirement, estate, and tax planning. Outside of her advisory work, Claire serves as treasurer for the Louisiana Shrimp and Petroleum Festival and Fair Association and is a board member of the Morgan City Rotary Club. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified portfolios using mutual funds and ETFs aligned with client objectives, and supplements its services with tax planning, bookkeeping, payroll support, and an estate-planning offering called Legacy Wealth Strategies.
CFP®, Series 63
Morgan City, LA
Cetera Planning Partners
Robert Marcell is a CFP® with 36 years of industry experience and is currently associated with Cetera Planning Partners. His career includes roles at Avantax and 1st Global Advisors, among others. He serves as a financial advisor at Darnall, Sikes Wealth Partners, LLC. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.
Series 63, Series 65
Morgan City, LA
Eagle Strategies (NY Life)
Timothy Hebert is a financial advisor with Eagle Strategies (NY Life) based in Morgan City, LA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities Inc. since 1996. Hebert serves as Sergeant at Arms on the local Rotary Board. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers a range of advisory programs tailored to client objectives and plan sponsor criteria, with the majority of its assets under management held on a non-discretionary basis.
PFS™, Series 66
Morgan City, LA
Cetera Planning Partners
Ed Sikes is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. Mr. Sikes has a background that includes long-term roles at Avantax Advisory Services and 1st Global Advisors, as well as serving as president of a CPA firm, Darnall, Sikes & Frederick, since 1989. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm provides ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers, integrating a diversified investment approach aligned with client objectives and a broad network of affiliated resources.
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