Craig W. Jergenson,  CFP<sup>&reg;</sup> - Financial Advisor

Craig W. Jergenson, CFP®

President

Coach Craig Financial Group

11670 Fountains Dr, Ste 200
Maple Grove, MN 55369
FINANCIAL ADVISOR'S WEBSITE
(763) 445-2785

General

Craig Jergenson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Coach Craig Financial Group in Maple Grove, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 26, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MN, MI, WI
  • Health/disability insurance: MN, MI, WI
  • Fixed annuities: MN, MI, WI
  • Variable annuities: MN, MI, WI

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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