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Craig R. Strauser

Craig R. Strauser

Craig Strauser is an Affiliate Expert with the Bates Group based in Portland, Oregon. He uses his years of life insurance and wealth management experience to testify and consult in such areas as Suitability, Sales Practices, Portfolio Construction & Management, RIA/BD Sales & Distribution and Mutual Fund Operations. Craig is a registered principal, licensed to supervise & manage sales acitvites for investment companies and annuities.

Mr. Strauser served as a national speaker and advocate for Capital Research and Management Company/American Funds, one of the oldest, largest, and most successful mutual fund families in the country. As Senior VP, Manager of Equity Marketing, he provided the American Funds sales force with regular investment/economic insight as well as salient perspective relative to the entire equity fund offerings. He also provided advisers/consultants/COI with a better understanding of the American Funds and how to position them within their respective retail/retirement/institutional investment platforms. Concurrent with the above responsibilities, Mr. Strauser served as a senior member of the Adviser Education & Sales Force Development team within the American Funds, where he was involved in the training and development of the American Funds external/internal sales force.

As a precursor to his corporate role in Los Angeles, Mr. Strauser was the American Funds consultant in the Pacific Northwest for 17 years. He served as steward of a territory that raised over $12 billion in new assets. During this period, he conducted well over 10,000 formal presentations to advisers, shareholders, prospective investors and various corporate and educational boards.

Craig is a consultant and subject matter expert in these Practice Areas and Services:

Credentials

EXPERIENCE 

Northwestern Mutual Financial Network, Portland, OR, Wealth Management Adviser, 2013 – 201

The Capital Group/American Funds Distributors, Los Angeles, CA, 1987 – 2012

  • Senior Vice President: Senior Manager Equity Funds Marketing, 2009 – 2012
  • Senior Vice President Mutual Fund Wholesaler, 1992 – 2009
  • Bond Department Internship/Internal Wholesaler, 1987 – 1992

PROFESSIONAL LICENSES 

Series 6, 7, 26, 63 Licenses

Life, LTC, Annuity Licensed

CIMA-In Progress

Contact Bates Group

Bates Group is with you every step of the way. Contact us today for more information on how our End-to-End Solutions can help your firm.