Craig Meldahl has been an investment adviser representative at Total Wealth Planning and Management since November 2021, and is not listed among the firm’s executive officers or direct owners.
Total Wealth Planning and Management, Inc. is a firm with $239M under management, 414 clients and 7 advisers across 7 offices, as of its April 2026 filing.
Craig Meldahl’s longest registration was 15 years at Longboat Key Financial Group, LLC (2006–2021). Before joining Total Wealth Planning and Management in 2021, Craig Meldahl was registered through Longboat Key Financial Group, LLC and Raymond James Financial Services.
- – present · 4 yearsLongboat Key, FL · Adviser representative · Firm CRD 166664
- Longboat Key Financial Group, LLC– · 15 yearsLongboat Key, FL · Adviser representative · Firm CRD 138830
- Raymond James Financial Services– · 4 yearsLongboat Key, FL · Adviser representative · Firm CRD 6694
- Merrill Lynch Pierce Fenner & Smith Inc.– · 4 yearsSarasota, FL · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Craig Meldahl is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in November 2021.
- FloridaSince 29 November 2021
- TexasResidentSince 19 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 26 October 2005 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 July 2003 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 29 April 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 August 1987 |
| PC | AMEX Put and Call Exam | 1 April 1977 |
| Series 1 | Registered Representative Examination | 8 June 1974 |
- Name
- Futures Managed Funds Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- AMEX Put and Call Exam
- Name
- Registered Representative Examination
- Full name
- Craig Douglas Meldahl
- CRD
- 331504
- Firm
- Total Wealth Planning and Management · CRD 166664
- Office
- Longboat Key, FL
- Registration
- Investment adviser registration
- In the industry since
- June 1974
- Disciplinary history
- Not yet shown here · SEC record
Where does Craig Meldahl work?
Craig Meldahl is an investment adviser representative registered through Total Wealth Planning and Management, Inc. since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Craig Meldahl a financial advisor?
Yes. Craig Meldahl has a current investment-adviser registration in Florida and Texas, through Total Wealth Planning and Management since November 2021.
How many years of experience does Craig Meldahl have?
Craig Meldahl has 52 years in the financial industry, since June 1974, across 4 adviser firms.
What exams has Craig Meldahl passed?
Craig Meldahl has passed 6 licensing exams: the Series 1, PC, Series 63, Series 9, Series 10 and Series 31. The earliest, the Series 1, was passed in June 1974.
Where did Craig Meldahl work before Total Wealth Planning and Management?
Before Total Wealth Planning and Management, Craig Meldahl was registered through Raymond James Financial Services, September 2002 to November 2006; Merrill Lynch Pierce Fenner & Smith Inc., February 1998 to August 2002.
Where is Craig Meldahl based?
Craig Meldahl’s registered office is in Longboat Key, FL.
Is Craig Meldahl registered with FINRA?
No. Craig Meldahl has no current broker registration.
How can I verify Craig Meldahl’s record?
Search CRD 331504 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Craig Meldahl’s full registration record.