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Our financial advice team


Gavin Craig, Private Wealth Advisor serving the Roseville, MN area - Ameriprise Advisors

Gavin Craig

CFP®, ChFC®, APMA

Private Wealth Advisor

President of
Coalesce Wealth Advisors

An Ameriprise Private Wealth Advisor

30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 26 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Sustainable and Responsible Investing
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7, 63, 65, 66
  • Life & Health Insurance

Education

  • Purdue University BA, Economics
  • London School of Economics and Political Science General Course, Economics

Awards & recognition

  • Ameriprise Circle of Success, 2019, 2020, 2021, 2022, 2023
  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2014 - 2024
  • Coalesce Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Gavin provides financial support to Children's Hospital Association to help improve child health care and to Kinnickinnic River Land Trust to help conserve and protect the beauty and health of the Kinnickinnic River and its watershed.