Craig Korkow
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Craig Korkow serves as a Senior Resident Director at Merrill Lynch Wealth Management. In this role, he focuses on helping clients develop and implement comprehensive retirement plans through a goals-based approach that addresses both the financial and emotional components of wealth management. Since joining Merrill Lynch in 2000, Craig has worked with a wide range of clients on family wealth management, legacy planning, liquidity management, philanthropic planning, socially responsible investing, and small business strategies.
Craig graduated Summa Cum Laude with a degree in Economics from South Dakota State University. Prior to his financial services career, he served four years in the United States Army, leaving with the rank of Captain. He holds multiple professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His community involvement includes active participation in the Rough N Ready Challenge Rodeo, a program that supports children with special needs.
Outside of his professional responsibilities, Craig enjoys fishing, football, horseback riding, hunting, and spending time with his family. His personal philosophy emphasizes a collaborative, personalized approach to financial planning, working closely with clients to support their long-term financial goals.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Wealth management
ESG / Sustainable investing
Charitable giving & philanthropy
Occupation focus
Military & Veterans
Demographic focus
Women Professionals
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Jenn S
CFP®
Omaha, NE
Find Your FI
There's no need to guess on your next step towards financial independence (FI). Get help designing the best plan for your money and guidance to gain confidence in achieving your dreams. You deserve a simple-to-understand financial life plan, tailored to you, and a dedicated guide to answer your questions and keep you accountable. It took a lot of trial-and-error to grow my financial health. You don't need to struggle as much as I did. I would be honored to be your financial guide so that you can have financial peace of mind sooner rather than later. If you're not sure where to start, or are tired of trying to figure out what’s next on the path to FI, my coaching-centric approach to financial planning will be a relief. You will get organized; gain clarity on your values, goals and dreams; and learn how to intentionally manage your money now and for the future. Along the way, I will be your dedicated financial coach and planner to guide you through the process, answer your questions, and keep you accountable.
Gable A
Series 66
Council Bluffs, IA
Edward Jones
Ross J
Series 66
Council Bluffs, IA
Edward Jones
Nicholas H
Series 63, Series 65
Omaha, NE
Merrill
Nicholas Harlow is a Wealth Management Advisor at Merrill Lynch Wealth Management, with over 35 years of experience in the financial services industry. He has been providing financial guidance to clients since 1988, specializing in areas such as family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Mr. Harlow holds a bachelor's degree in Finance from the University of Nebraska-Lincoln, earned in 1981. He has earned several professional designations, including the Certified Investment Management Analyst® (CIMA®) awarded in 2000 by the Investments & Wealth Institute™ in conjunction with the Wharton School of Business at the University of Pennsylvania. In 2007, he obtained the Chartered Retirement Planning Counselor® (CRPC®) designation from the College for Financial Planning Institutes Corp. In 2014, he became a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, awarded by the Certified Financial Planner Board of Standards, Inc. In addition, he holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Mr. Harlow enjoys biking, cooking, golfing, and tennis.
Brandi M
Series 66
Bellevue, NE
Edward Jones
Joshua S
CFP®, Series 63, Series 66
Papillion, NE
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")