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Craig E

Series 63, Series 65

Waitsfield, VT

Kestra Advisory

Craig Eilers is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Kestra Advisory since 2016 and has a long career including roles at Kestra Investment Services, Nathan & Lewis Securities, and Jamieson Eilers Inc. Outside of his advisory duties, he is involved with the Friends of the Moretown Memorial Library and serves as a delinquent tax collector for the Town of Moretown. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

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