Craig Forsberg

Craig Forsberg

Registered Representative

Mission Statement:

To help the individuals who serve in our communities build and protect their wealth and to help them distribute their assets wisely so they can achieve their most important financial goals.


Personal & Professional Qualifications:

Professional qualifications include FINRA Series 6 & 63 registrations along with Ohio Life & Health insurance licenses. Personal qualifications include my personal integrity, work ethic, and my ability to listen effectively.


Company History:

I have been in the financial services industry for three years. Before joining the industry, I spent 6 years in the United States Marine Corps. I am a graduate of The Fisher College of Business at The Ohio State University.


Company Specialty:

I specialize in helping my clients put together a comprehensive financial game plan. While I work with individuals from many walks of life, I specialize in working with Ohio public employees.


Specialty Services:
  • Estate planning
  • Retirement planning
  • Employee benefits
  • Life Insurance


Additional Services:

I offer my clients the flexibility of meeting me where they feel comfortable, whether it is at their homes, places of work, or somewhere else if they would prefer.


Phone 614-300-1560
Fax 614-824-4465