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Our financial advice team


Craig Alexander, Financial Advisor serving the Northbrook, IL area - Ameriprise Advisors

Craig Alexander

CRPC

Financial Advisor

Helm Financial Services
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Arts - Political Science - Northern Illinois University - DeKalb, Illinois - 1996

Awards & recognition

  • Helm Financial Services, Forbes Best-in-State Wealth Management Teams, 2024

Previous experience

  • Financial Advisor, CRPC™ w/ The Heartland Group (Chicago, IL.), 01/2010 - 07/2011
  • Financial Advisor, CRPC™ w/ Ameriprise Financial Services, LLC (Chicago, IL.), 09/2005 - 12/2009
  • Financial Advisor w/ American Express Financial Advisors (Chicago, IL.), 05/2005 - 09/2005
  • Trader w/ Assent Trading (Chicago, IL.), 05/2004 - 03/2005
  • Trader and Trainer w/ Maverick Trading (Chicago, IL.), 04/2001 - 03/2004

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