Craig Wessels has been an investment adviser representative at Integrity Wealth Management since March 2018, and is not listed among the firm’s executive officers or direct owners.
Integrity Wealth Management, Inc. is a Spokane, WA firm with $163M under management, 169 clients and 2 advisers across 2 offices, as of its August 2026 filing.
Craig Wessels’ longest registration was 13 years at Charles Schwab & Co., Inc. (2004–2018). Before joining Integrity Wealth Management in 2018, Craig Wessels was registered through Charles Schwab & Co., Inc. and American Express Financial Advisors, Inc.
- – present · 8 yearsSpokane, WA · Adviser representative · Firm CRD 150103
- Charles Schwab & Co., Inc.– · 13 yearsSpokane, WA · Adviser representative · Firm CRD 5393
- American Express Financial Advisors, Inc.– · under a yearBellevue, WA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Craig Wessels is registered as an investment adviser representative in 2 states. Each was approved in March 2018.
- IdahoSince 6 March 2018
- WashingtonSince 6 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 3 July 2010 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 16 June 2010 |
| Series 66 | Uniform Combined State Law Examination | 28 July 2003 |
| Series 7 | General Securities Representative Examination | 16 July 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Craig Stephen Wessels
- CRD
- 4661491
- Firm
- Integrity Wealth Management · CRD 150103
- Office
- 202 EAST SPOKANE FALLS BLVD., SUITE 200, Spokane, WA 99202
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Craig Wessels work?
Craig Wessels is an investment adviser representative registered through Integrity Wealth Management, Inc. since March 2018, and is not listed among the firm’s executive officers or direct owners.
Is Craig Wessels a financial advisor?
Yes. Craig Wessels has a current investment-adviser registration in Idaho and Washington, through Integrity Wealth Management since March 2018.
How many years of experience does Craig Wessels have?
Craig Wessels has 22 years in the financial industry, since December 2003, across 3 adviser firms.
What exams has Craig Wessels passed?
Craig Wessels has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in July 2003. FINRA credited Craig Wessels with the SIE, which began in October 2018.
Where did Craig Wessels work before Integrity Wealth Management?
Before Integrity Wealth Management, Craig Wessels was registered through Charles Schwab & Co., Inc., September 2004 to February 2018; American Express Financial Advisors, Inc., July 2003 to April 2004.
Where is Craig Wessels based?
Craig Wessels’ registered office is in Spokane, WA.
Is Craig Wessels registered with FINRA?
No. Craig Wessels has no current broker registration.
How can I verify Craig Wessels’ record?
Search CRD 4661491 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Craig Wessels’ full registration record.
