Advisors at this firm
Nicholas B
Series 65
Naugatuck, CT
Craft Wealth Services
Nicholas Bruno is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 65 designation and one year of experience in the industry. His prior work experience includes roles at Craft Asset Management, T.J. Maxx, Webull LLC, and General Nutrition Center. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental analysis, technical methods, and tactical asset allocation, offering discretionary management with at least annual reviews.
William H
Series 63, Series 65
Tampa, FL
Craft Wealth Services
William Hennum is a financial advisor at Craft Wealth Services in Tampa, FL, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and Maxim Healthcare. Outside of his advisory role, he serves as Operations Manager for Dr. Cannabus/KEB Enterprises, LLC, overseeing event operations. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients, managing approximately $92 million in assets across a six-advisor team. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental and technical analysis, offering tailored financial planning and discretionary portfolio management.
Evan C
Series 63, Series 65
Tampa, FL
Craft Wealth Services
Evan Chiarenzelli is a financial advisor with Craft Wealth Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc. and Purshe Kaplan Sterling Investments, Inc., as well as concurrent work as an insurance agent. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental and technical analysis, offering discretionary management and tailored advice through a six-advisor team.
Nishann L
Series 66
Mt Juliet, TN
Craft Wealth Services
Nishann La Nata is a financial advisor at Craft Wealth Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at First Command Financial Planning and related entities. Outside of his advisory role, he is a partner in Lebanon Sisterhood, a women's event management organization involved in event planning and social media administration. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach combined with fundamental and technical analysis, offering tailored advice and discretionary management through a six-advisor team.
Michael M
Series 66
Nashville, TN
Craft Wealth Services
Michael Manna is a financial advisor at Craft Wealth Services in Nashville, TN, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial, Cushman & Wakefield, and General Electric Aviation. Outside of advising, he owns MJM Consulting Inc., a tax and accounting consulting business. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that combines fundamental and technical analysis, offering discretionary management and allowing clients to impose reasonable investment restrictions.
Jeff D
CFP®, Series 63, Series 65
Herndon, VA
Craft Wealth Services
Jeff Doan is a CFP® with 14 years of industry experience, currently serving at Craft Wealth Services since 2018. Prior to this, he worked at Capital One Advisors and Capital One Investing from 2015 to 2018. In addition to his advisory work, he is an insurance agent and author of the book *The One Percent - Financial Independence*, which is available on Amazon. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that incorporates fundamental and technical analysis, with discretionary management and tailored client advice.
William H
Series 66
Clarkston, MI
Craft Wealth Services
William Hallmann is a financial advisor at Craft Wealth Services with 18 years of industry experience and holds a Series 66 designation. He has previously worked at firms including LPL Financial and operated his own advisory and CPA practices. Outside of his advisory role, Hallmann is the owner and president of a CPA firm specializing in tax preparation and accounting. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented investment approach combining fundamental and technical analysis, offering discretionary management and tailored advice through a six-advisor team.