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Craig Allen Holm

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
3,283 clients
Average Client Portfolio
$560K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1K
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Location

600 Highway 169 South, Suite 1140, St. Louis Park, MN, 55426

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Craig is an Investment Advisor Representative at Redhawk Wealth Advisors, Inc. and owns Baseline Strategy LLC, which manages the revenue and expenses of his financial advisory practice. He also assists in managing office space through PCT Partners and is named as personal representative on his parents' will, though no duties have been performed yet.

Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Focus Financial
March 2008 - October 2023 · 15 yrs 7 mos
Osaic Wealth, INC.Broker
February 2008 - October 2023 · 15 yrs 8 mos
Ameriprise Financial Services, INC.Broker
December 2004 - March 2008 · 3 yrs 3 mos
Ids Life Insurance CompanyBroker
December 2004 - July 2006 · 1 yr 7 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.