Craig Hafer has been Chairman, President & Treasurer of Walsky Investment Management since January 2012, is a control person of the firm and directly owns 75% or more of it.
Walsky Investment Management Inc is a Wyomissing, PA firm with $130M under management, 107 clients and 2 advisers in one office, as of its March 2026 filing.
- – present · 24 yearsWyomissing, PA · Adviser representative · Firm CRD 106991
Investment adviser representative registrations
Craig Hafer is registered as an investment adviser representative in 2 states. The first approvals date from September 2002; the most recent is Texas, in June 2024.
- PennsylvaniaSince 16 September 2002
- TexasSince 21 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 August 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Craig Douglas Hafer
- CRD
- 4587391
- Firm
- Walsky Investment Management · CRD 106991
- Role
- Chairman, President & Treasurer
- Office
- 2650 WESTVIEW DR., Wyomissing, PA 19610
- Registration
- Investment adviser registration
- In the industry since
- September 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Craig Hafer work?
Craig Hafer has been Chairman, President & Treasurer of Walsky Investment Management Inc since January 2012, and is a control person of the firm.
Is Craig Hafer a financial advisor?
Yes. Craig Hafer has a current investment-adviser registration in Pennsylvania and Texas, through Walsky Investment Management since September 2002.
How many years of experience does Craig Hafer have?
Craig Hafer has 24 years in the financial industry, since September 2002, across 1 adviser firm.
What exams has Craig Hafer passed?
Craig Hafer passed the Series 65 in August 2002.
Where is Craig Hafer based?
Craig Hafer’s registered office is in Wyomissing, PA.
Is Craig Hafer registered with FINRA?
No. Craig Hafer has no current broker registration.
How can I verify Craig Hafer’s record?
Search CRD 4587391 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Craig Hafer’s full registration record.