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Craig Strong

Advisor at RBC Capital Markets

Updated today

Location

Detroit Lakes, MN

Credentials

Series 63, Series 66

Industry experience

20 years

About

Craig Strong is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets and its affiliates for over a decade, with additional experience at Thrivent and FBL Financial Group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored strategies implemented through both in-house and third-party managers.

Client services

Based on RBC Capital Markets

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds

Expertise

Based on RBC Capital Markets

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management

Occupation focus

Based on RBC Capital Markets

Executive Founder/Business Owner Retired Financial Professional

Demographic focus

Based on RBC Capital Markets

Approaching retirement HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

In limited circumstances, fixed dollar amount fee options available for RBC WM Advice Fee, negotiated per client

Percentage

$0 - $25,000: $25,000+:

Other

Account minimum: $25,000 - $600,000 depending on program and strategy Fee-only: RBC Advisor and Portfolio Focus: RBC WM Advice Fee up to 2.50% annually (tiered by asset level, negotiable)

Location

Detroit Lakes, MN

Most active in

Minnesota · Texas · Virgin Islands

Work history

RBC Capital Markets

2023 - Present (3 years)

Thrivent

2022 - 2023 (1 year)

FBL Marketing Services, LLC

2021 - 2022 (1 year)

FBL Financial Group

2021 - 2022 (1 year)

RBC Capital Markets Corporation

2009 - 2021 (12 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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Matthew J

Series 63, Series 66

Detroit Lakes, MN

Future Bright

Matthew Johnson is a financial advisor with Future Bright, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Before joining Future Bright in 2019, he worked at Raymond James Financial Services Advisors Inc. for five years. Outside of his advisory role, Johnson is involved in multiple professional service and consulting businesses and serves on the board of the Boys and Girls Club Thrift Store of Detroit Lakes. Future Bright provides discretionary investment management and advisory services to individuals, small businesses, and retirement plans, managing approximately $110 million in assets. The firm emphasizes client-specific portfolios with a focus on equities, mutual funds, and ETFs, and serves a large client base through standardized processes.

Private / alternative investments Pre-IPO planning Equity compensation tax strategy Founder/Business Owner
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Kevin M

CFP®, Series 63, Series 65

Detroit Lakes, MN

Mann Financial Group

Kevin Mann is a CFP® with 31 years of experience in the financial industry. He has worked at Mann Financial Group since 2000 and previously held roles at Cantella & Co., Inc., Moorhead Partners LLC, and Raymond James Financial Services. Mann is also a licensed insurance agent involved in the sale and servicing of various insurance products and fixed annuities. Mann Financial Group provides advisory services primarily to pension and profit sharing plans and also serves retail clients through a wrap-fee program. The firm uses a diversified, risk-based asset allocation approach and acts as an ERISA fiduciary for retirement accounts.

Retired
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Brian M

CFP®, Series 63, Series 65, Series 66

Detroit Lakes, MN

Mann Financial Group

Brian Mann is a CFP® with 19 years of industry experience, currently serving as an advisor at Mann Financial Group in Detroit Lakes, MN. He previously worked at Cantella & Co., Inc. and Raymond James Financial Services Advisors Inc. Mann is also a licensed insurance agent, selling and servicing various lines of non-securities insurance products and fixed annuities. Mann Financial Group provides advisory services primarily to pension and profit sharing plans, as well as retail clients through a wrap-fee program. The firm uses a diversified, risk-based asset allocation approach and acts as an ERISA fiduciary for retirement accounts.

Retired
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Randall S

Series 63, Series 65

Detroit Lakes, MN

Colliers Securities LLC

Randall Sidener is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Future Bright and Integrity Funds Distributor, LLC. He also founded Cool Hand Coasters, LLC, a business venture outside of finance. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory through its Colliers Director program and discretionary wrap programs managed by unaffiliated sub-advisers.

Active portfolio management
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Jameson H

CFP®, Series 65

Detroit Lakes, MN

Destiny Capital Corporation

Jameson Holehouse is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Destiny Capital Corporation and has previously worked at Secure Asset Management, Financial Strategies Group, and Classic Asset Management. Prior to his financial advisory roles, he was affiliated with West Virginia University and Young Life. Destiny Capital Corporation provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions. The firm offers a specialized program for entrepreneurs that integrates business planning and an investment thesis spanning business interests, real estate, collectibles, and public-market allocations.

Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Founder/Business Owner Executive
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Craig B

Series 63, Series 66

Detroit Lakes, MN

Calton & Associates, Inc.

Craig Brand is a financial advisor with Calton & Associates, Inc. in Detroit Lakes, MN, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He previously worked at Capital Financial Services and has been self-employed since 1997. Outside of his advisory role, Brand is involved in the service and sale of fixed life insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates both as a registered investment adviser and broker-dealer, providing a range of program structures and analytic approaches tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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