BS in Finance at Boston College
Carroll School of Management Honors Program
Registrations and Licenses:
FINRA Series 7 & 66 Registrations, Life and Health Insurance Licenses
Beacon Hill Hockey Club, Summit Elks
Craig Louiselle began a career in financial advising after 12-years in capital markets sales and trading. His desire to help people make intelligent financial decision by leveraging his knowledge and background led him to pursue this career. Craig believes hard work and focus are the cornerstones of his offering to clients.
Craig believes that many advisors focus on asset accumulation and growth with very little attention paid to the strategy and distribution of those assets in the retirement years. Craig's goal is to work with his clients to establish a game plan based on their goals and objectives. With this playbook in hand he helps his clients implement the strategy and adjust as needs change.
Craig's passion for being a financial advisor comes from his desire to support people in their efforts to lead the kind of life they want to lead. Craig focuses on what is appropriate for the clients future and what steps need to be taken to get there. He brings a strategic style and attentiveness to his work as a financial advisor.
Craig is a resident of Summit, NJ. When Craig is not assisting clients, he is spending time with his wife Shannon, son Steven, and daughters Kacey and Margaux. Craig is part of an adult ice hockey team and also a coach for youth sports including travel ice hockey, recreational and travel baseball and softball. You can also find Craig volunteering at the YMCA.
Allied Wealth Partners
792 Chimney Rock Road, Suite D
Martinsville, NJ 08836
Craig Louiselle is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. Tracking #: 1559762 DOFU: 8/2016