Craig
Norris

Mariner Independent

CRD#7569814
Investment Advisor
in Chicago, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Craig Norris is a financial advisor based in Chicago, Illinois, working with Mariner Independent. Craig has previously held positions at Mariner Wealth Advisors, Wealthquest, Invst, Brown County Hs, Old National Bank, Elite Air, Student, Mariner Platform Solutions, and Archiwealth. Craig has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Craig is part of Mariner Independent, which operates out of Chicago, Illinois. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Chicago, IL

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Mariner Independent Brokerage Details

Total Assets Under Management

$4,345,628,317

IL Average: $2,243,162,756
Total Number of Employees

102

IL Average: 44
Total Number of Accounts

8,802

IL Average: 4,091
Average Account Size

$493,709

IL Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Craig Norris Work History

2024 - Present (1 year)

Mariner Platform Solutions

2024 - Present (1 year)

Archiwealth

2022 - 2023 (1 year)

Mariner Wealth Advisors

2021 - 2021 (< 1 year)

Wealthquest

2020 - 2020 (< 1 year)

Invst

2019 - 2021 (2 years)

Brown County Hs

2019 - 2019 (< 1 year)

Old National Bank

2015 - 2018 (3 years)

Elite Air

2011 - 2022 (11 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Craig Norris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mariner Independent

Kristen Caseley
Brookline, MA
David Trejo
Thousand Oaks, CA
Christian Hutchins
Palos Verdes Peninsula, CA
Anthony Ferraiolo
Florham Park, NJ
Ian Murray
Ramsey, NJ
Rachel Vega
Los Angeles, CA
Stephen Mazer
Annapolis, MD
Ross Kroll
Manhattan Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started