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Craig Douglas Meldahl

Investment Adviser Representative at TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Longboat Key, FLCRD #331504Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
52 yrs
States Registered
2 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Craig Douglas Meldahl has worked in the securities industry since 1974. They have passed the Series 63, 31, 10, 9, and 1 examinations. They are registered to provide investment advisory services in Florida and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
FloridaTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/31/1987
Series 31
Futures Managed Funds Examination
Passed 10/26/2005
PC
AMEX Put and Call Exam
Passed 4/1/1977
Series 1
Registered Representative Examination
Passed 6/8/1974
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 7/2/2003
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 4/29/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $500,0001.50%
$500,001 - $1,000,0001.40%
$1,000,001 - $4,999,9991.25%
$5,000,000 and above1.00%
Source

Total Wealth Planning AND Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.Current
11/19/2021Longboat Key, FL
LONGBOAT KEY FINANCIAL GROUP, LLC
10/19/200612/31/2021Longboat Key, FL
LONGBOAT KEY FINANCIAL GROUP, LLC
10/19/200612/31/2010Longboat Key, FL
RAYMOND JAMES FINANCIAL SERVICES
9/25/200211/8/2006Longboat Key, FL
MERRILL LYNCH PIERCE FENNER & SMITH INC.
2/13/19988/26/2002Sarasota, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

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View TOTAL WEALTH PLANNING AND MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Craig Douglas Meldahl has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Craig Douglas Meldahl - Financial Advisor in Longboat Key, FL | AdvisorFinder