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Craig Mullenbrock

An Ameriprise Platinum Financial Services® Practice
CFP®, Senior Financial Advisor
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(937) 773-8500

Piqua, OH 45356
craig.w.mullenbrock@ampf.com

Contact Information


(937) 773-8500
228 W Ash St
Piqua, OH 45356
MULLENBROCK & ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/craig.w.mullenbrock

My Philosophy

I've been helping people reach their goals for 24 years.

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.


Interests

  • Travel, backpacking, fishing, juggling and wine tasting.

Community Participation

Vice-Chairperson, Piqua Community Foundation; Chairperson, Stewardship Committee of Piqua Area Catholic Community;


Food Bank Volunteer-DC Conference

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor
  • Ameriprise President's Recognition Award Recipient
  • Bachelor of Arts Degree
  • Bachelor of Science Degree

Professional Associations


Areas of Focus

  • Asset Allocation
  • General Financial Planning
  • Income Tax Planning Strategies
  • Investment Advice
  • Small Business
  • Family Planning/Family Changes
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving

License Information

I am licensed and registered to conduct business in OH.

Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, FL, GA, HI, IL, IN, KY, MI, MN, NC, NM, NV, SC, VA, CO

CA Insurance #OE97725

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.