Craig Willeke of Willeke Financial Group LLC recently attended a by invitation only investment symposium at the Dimensional Fund Advisors headquarters in Austin, TX. The conference was also co-hosted by Loring Ward. Topics discussed were investment portfolio construction, asset class investing vs. indexing, efficient market hypothesis and modern portfolio theory among others.
Craig Willeke has a B.S. in Psychology from Nebraska Wesleyan University and an M.O.T. in Occupational Therapy from Rockhurst University. He has also received his LUTCF designation from the American College and CLTC designation from the corporation for long term care certification.
Craig Willeke is a Registered Representative with NYLIFE Securities LLC (Member FINRA/SIPC), a licensed insurance agency. Willeke Financial Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. For more information about Willeke Financial Group LLC, please contact Craig Willeke at (402) 483-6656 or visit WillekeFinancialGroup.com.