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Debora Ann Craig

Advisor at Crystal Coast Wealth Advisors LLC — Cadillac, MI

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

26 years

Location

Cadillac, MI 49601

Crystal Coast Wealth Advisors LLC

Independent

Total advisors

1

Clients per advisor

69 Very High

Avg AUM per client

$884,058 High

HNW client ratio

16% Typical

About

Debora Craig is a financial advisor with Crystal Coast Wealth Advisors LLC in Cadillac, MI, holding a CFP® designation and Series 63 and 65 licenses. She has 26 years of industry experience, including 15 years at Craig Wealth Advisors LLC/Raymond James and prior roles at Cary Stamp & Company/Commonwealth Financial Network and The Leaders Group Inc. Craig is also an author, having written a book on investment planning in 2017. Her firm advises individuals, high-net-worth clients, and business entities through ongoing portfolio management and standalone financial planning, using a long-term, fundamentally based investment approach that incorporates modern portfolio theory and tailored model allocations.

Client services

Based on Crystal Coast Wealth Advisors LLC

Financial planning Portfolio management

Expertise

Based on Crystal Coast Wealth Advisors LLC

Annuities College savings (529s, UTMA, etc.)

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Fee options

Fixed

Fixed fees for financial planning between $500 and $2,500

Percentage

$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001+: 0.85%

Location

Cadillac, MI

121 N. Mitchell Street, Suite C

Cadillac MI 49601

Advisors at this office

1

Most active in

Michigan

Work history

26 years of industry experience

The Leaders Group Inc

2025 - Present • 1 year

Summit, NJ

Crystal Coast Wealth Advisors LLC

2025 - Present • 1 year

Cadillac, MI

Cary Stamp & Company/Commonwealth Financial Network

2024 - 2025 • 1 year

Traverse City, MI

Craig Wealth Advisors LLC/Raymond James

2009 - 2024 • 15 years

Alden, MI

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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Dustin I

Series 66

Cadillac, MI

Mission Financial Group, LLC

Dustin Insley is a financial advisor at Mission Financial Group, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Commonwealth Financial Network. Outside of advisory work, he owns Makena Farm, LLC, a farmland management enterprise in Manton, MI. Mission Financial Group serves individuals, retirement plans, trusts, and businesses by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a discretionary management approach, utilizing asset allocation, sector and security analysis, and a range of investment products while regularly monitoring and rebalancing portfolios.

Retirement plans for business owners (SEP, solo 401k)
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Rachel G

Series 63, Series 65

Cadillac, MI

FIFTH THIRD SECURITIES, Inc.

Rachel Gilchrist is a financial advisor at Fifth Third Securities, Inc. in Cadillac, MI, holding Series 63 and Series 65 licenses. She has been with Fifth Third Securities since 2025 and has a broader work history including roles at MacDonald Garber Broadcasting, Samaritas Senior Living, and Charter Communications. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, providing access to mutual fund, ETF, SMA, and direct indexing strategies.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Lisa S

Series 63, Series 65

Cadillac, MI

FIFTH THIRD SECURITIES, Inc.

Lisa Stewart is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 licenses and has six years of industry experience. Stewart has worked at Fifth Third Bank since 1996 and has been with Fifth Third Securities since 2020. Fifth Third Securities, Inc. serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts. The firm offers investment advisory and brokerage services through the Passageway Managed Account Program and various third-party portfolio managers, providing a range of investment strategies tailored to clients’ risk profiles.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Lauren S

Series 66

Marion, MI

SPC

Lauren Smith is a financial advisor with SPC, holding a Series 66 designation and six years of industry experience. She has worked at Sigma Financial Corporation since 2019 and has prior experience in dental-related roles. Outside of advising, she operates Beez Kneadz LLC, a small business focused on crafts and interior design. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Robert G

Series 63, Series 65

Cadillac, MI

Centaurus Financial, Inc.

Robert Grostick II is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2008 and Carroll National Plans since 2005. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Todd H

Series 63, Series 66

Cadillac, MI

FIFTH THIRD SECURITIES, Inc.

Todd Horvath is a financial advisor at Fifth Third Securities, Inc. based in Cadillac, MI, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third since 2010. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, combining advisor-directed models with third-party management and tax-efficient strategies.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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