Craig Wisner has been an investment adviser representative at Exodus Wealth since January 2020, and is not listed among the firm’s executive officers or direct owners.
Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.
- Exodus Wealth, LLCCurrent– present · 6 yearsSouderton, PA · Adviser representative · Firm CRD 174328
- – · 2 yearsSouderton, PA · Adviser representative · Firm CRD 174328
Investment adviser representative registrations
Craig Wisner is registered as an investment adviser representative in Pennsylvania, since January 2020.
- PennsylvaniaSince 3 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 January 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 September 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 August 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Craig Joseph Wisner
- CRD
- 6008360
- Firm
- Exodus Wealth · CRD 174328
- Office
- 3000 Harleysville Pike, Souderton, PA 18964
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Craig Wisner work?
Craig Wisner is an investment adviser representative registered through Exodus Wealth, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Craig Wisner a financial advisor?
Yes. Craig Wisner has a current investment-adviser registration in Pennsylvania, through Exodus Wealth since January 2020.
How many years of experience does Craig Wisner have?
Craig Wisner has 11 years in the financial industry, since August 2015, across 1 adviser firm.
What exams has Craig Wisner passed?
Craig Wisner has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in August 2015. FINRA credited Craig Wisner with the SIE, which began in October 2018.
Where did Craig Wisner work before Exodus Wealth?
Before Exodus Wealth, Craig Wisner was registered through Prosperity Wealth Management, Inc., March 2017 to December 2019.
Where is Craig Wisner based?
Craig Wisner’s registered office is in Souderton, PA.
Is Craig Wisner registered with FINRA?
Yes. Craig Wisner has a current broker registration, under CRD 6008360.
Source: FINRA BrokerCheck
How can I verify Craig Wisner’s record?
Search CRD 6008360 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Craig Wisner’s full registration record.