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William Caden Craig

Advisor at Sowell Management — Shawnee, OK

Updated today

Credentials

Series 65

Experience

1 year

Location

Shawnee, OK 74801

Sowell Management logo

Sowell Management

Multi-team

Total advisors

101

Across 61 offices

Clients per advisor

62 Typical

Avg AUM per client

$681,786 Typical

HNW client ratio

6% Low

About

William Craig is a financial advisor with Sowell Management and holds a Series 65 designation. He has one year of industry experience, with prior roles at Clinton Wealth, Family First Life, and several other companies since 2018. Craig is also involved in the sale of insurance products in a licensed capacity. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services through a multi-branch independent-contractor model with over 100 advisors, utilizing a range of investment styles and third-party platforms.

Client services

Based on Sowell Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Sowell Management

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Sowell Management

Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning up to $10,000

Commissions

Commissions may be paid for securities and insurance products through registered representatives, details vary

Project-based

Hourly fees for financial planning and consulting from $150 to $500 per hour

Subscriptions

Subscription self-directed financial planning tools fees typically range from $50 to $200 per month

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household Fee-only: Financial planning and consulting fees up to $10,000 fixed fee or $150 to $500 hourly

Location

See office

Shawnee, OK

23 East 9th Street, Suite 221

Shawnee OK 74801

Advisors at this office

3

Most active in

Oklahoma

Work history

1 year of industry experience

Clinton Wealth

2025 - Present • 1 year

Shawnee, OK

Sowell Managment

2025 - Present • 1 year

Shawnee, OK

Family First Life

2025 - Present • 1 year

Edmond, OK

Solar Pros

2023 - 2025 • 2 years

Oklahoma City, OK

Ambia

2022 - 2023 • 1 year

Tampa, FL

Vivint

2021 - 2022 • 1 year

Tampa, FL

University of Arkansas

2020 - 2021 • 1 year

Fayetteville, AR

Gnc

2020 - 2020 • 1 year

Edmond, OK

Oklahoma State

2018 - 2020 • 2 years

Stillwater, OK

Tommy's

2018 - 2018 • 1 year

Oklahoma City, OK

OKC Country Club

2016 - 2018 • 2 years

Edmond, OK

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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Russell B

Series 65

Shawnee, OK

Sowell Management

Russell Busler is a financial advisor at Sowell Management with over six years of professional experience. His background includes roles at the Department of Defense, Shawnee Public Schools, and the International Mission Board. He holds a Series 65 designation and has been with Sowell Management since 2026. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates through a multi-branch independent-contractor model with over 100 advisors, providing investment management, financial planning, retirement-plan advisory, and consulting services, using a range of investment strategies and third-party platforms.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Larry G

Series 63, Series 65

Shawnee, OK

Sowell Management

Larry Gill is a financial advisor at Sowell Management with 47 years of industry experience. His career includes roles at Clinton Wealth Management, Private Advisor Group, and Cambridge Investment Research. Outside of advisory work, he serves as a board member of Shawnee Tubing Real Estate, a non-public entity. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, RIAs, and institutions. The firm supports over 100 advisors through a multi-branch independent-contractor model and manages portfolios using mutual funds, ETFs, and individual securities across various investment styles.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Thomas F

Series 63, Series 65

Newalla, OK

Eagle Strategies (NY Life)

Thomas Fry is a financial advisor with Eagle Strategies (NY Life) based in Newalla, Oklahoma, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Eagle Strategies since 2008 and is also affiliated with New York Life Insurance Company and Nylife Securities, LLC. Outside of his advisory role, Fry teaches NRA-certified courses on hunting and shooting and volunteers as a hunt guide for youth programs. He also serves as a board member of Leaders Achieving Excellence and directs a disaster relief ministry at Choctaw Church of Christ. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and benefit plans, charitable organizations, and corporate entities.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Christopher J

Series 66

Shawnee, OK

Edward Jones

Christopher Jones is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

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

Austin M

Series 66

Prague, OK

Edward Jones

Austin Mason is a financial advisor with Edward Jones in Prague, Oklahoma, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm provides both discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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James K

Series 63, Series 65

Shawnee, OK

LPL Financial

James Kautz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2004. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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