Craig Adamson in

Craig Adamson

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Financial Advisor at TrueWealth Stewardship, LLC
📍 Marion, Iowa, United States

Craig Adamson is a Co-Founder and Financial Advisor at TrueWealth Stewardship, with over 30 years of experience specializing in retirement and tax-focused financial planning. He holds a Retirement Management Advisor® (RMA®) certification and is a graduate of Iowa State University, focusing on building deep relationships to provide clients with proactive advice.

A lifelong resident of Cedar Rapids, Craig enjoys spending time with his wife, Kim, and their three adult children. His personal interests include reading, working out, and being on the water, reflecting a balance between family life and personal wellness.

He co-founded his firm with the mission of helping successful people make work optional.

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Experience
35 Years
Current Role
Financial Advisor
Location
Marion, Iowa, United States
Personality Overview

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Decision Approach
Work Preference

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Priorities

Topics Craig cares about

Retirement Planning
He has focused on retirement planning for over 25 years, helping retirees stay retired and pre-retirees prepare for their future.
Tax-Efficient Strategies
His previous practice had a strong emphasis on tax planning as a core component of financial advice for clients.
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Career

Work history

10-2016
Financial Advisor
TrueWealth Stewardship, LLC
10-2000 - 10-2016
Owner
Adamson Financial Planning
10-1996 - 10-2000
Financial Consultant
Wells Fargo Investments
1991 - 1996
student
Iowa State University
In the press

Media appearances

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Education
1991 - 1996
Bachelor of Science (B.S.)
Iowa State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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