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Craig A. Holm
REDHAWK WEALTH ADVISORS
St. Louis Park, MN 55426
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CRD#: 4871211
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Professional summary
Craig Allen Holm is a registered financial advisor currently at REDHAWK WEALTH ADVISORS, INC. located in St. Louis Park, Minnesota.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Craig has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. REDHAWK WEALTH ADVISORS, INC.; INVESTMENT-RELATED; 600 Highway 169 South, Suite 1140, St. Louis Park, MN 55426; INVESTMENT ADVISORY FIRM; INVESTMENT ADVISOR REPRESENTATIVE; FINANCIAL ADVISOR; 10/2023; 10% OF TIME; 100% DURING TRADING HOURS. 2. BASELINE STRATEGY LLC POSITION: Owner/President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 1/1/2022 ADDRESS: 600 Highway 169 South, Suite 1140, St. Louis Park, MN 55426, United States DESCRIPTION: Set up LLC to run revenue and expenses of my financial advisory practice thru. Duties encompass all aspects in running a financial advisory practice. This business is not held out to public, strictly a operational business to facilitate revenue and expense from my financial advisory practice 3. PCT PARTNERS POSITION: member NATURE: Partnership to manage office space INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2023 ADDRESS: 600 Highway 169 South, Suite 1140, St. Louis Park, MN 55426 United States DESCRIPTION: assist in managing services involved in running office space. 4. PERSONAL REPRESENTATIVE ON PARENTS (DALLAS AND DELORIS HOLM WILL POSITION: Personal Representative on will NATURE: Named as personal representative on parents Dallas and DeLoris Holm INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2014 ADDRESS: 4405 Woodland Road W, Edina MN 55424, United States DESCRIPTION: No duties performed until death as such, have not started this activity as a result, so date started activity is listed as today, because actual date is unknown at this time.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Allen Holm's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 2, 2023 - Present
REDHAWK WEALTH ADVISORS, INC.
Office #1: 600 Highway 169 South, Suite 1140, St. Louis Park, MN 55426RIA
CRD#: 146616
St. Louis Park, MN
Past
March 17, 2008 - October 3, 2023
FOCUS FINANCIAL
RIA
CRD#: 116140
St. Louis Park, MN
Past
February 29, 2008 - October 5, 2023
OSAIC WEALTH, INC.
BD
CRD#: 23131
St. Louis Park, MN
Past
December 3, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
December 3, 2004 - March 10, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
EDINA, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
REDHAWK WEALTH ADVISORS, INC.
ACE TAX & FINANCIAL | WEST END WEALTH MANAGEMENT | WEALTH STRONG LIFE SOLUTIONS | VALLEY MARKETING AND CONSULTING | TOP RANK ADVISORS LLC | THOMPSON WEALTH MANAGEMENT | THE WITTMAN GROUP, INC. | THE FINANCIAL LEGACY GROUP | TCG PROSPERITY | TAN FINANCIAL SOLUTIONS | SYNCHRONIZED WEALTH STRATEGIES LLC | SUN CITY FINANCIAL | STROM FINANCIAL | SIS SERVICES | SFG TAX ADVISORS, LLC | SCOTT GREENAMEYER WEALTH ADVISOR | SCF WEALTH, LLC | RETIREMENT VISIONS | REDHAWK WEALTH ADVISORS, INC. | REDHAWK WEALTH ADVISORS (NO DBA NAME) | RAY HODGES FINANCIAL GROUP | PLAN WISE | PATTEN FINANCIAL GROUP, LLC | PANICHI BLAIR WEALTH ADVISORS | ORIGIN FINANCIAL GROUP LLC | NUVO WEALTH | LOWRY FINANCIAL ADVISORS, INC. | LIVING BENEFITS, LLC | LANGE FINANCIAL ADVISORS, INC. | KINGDOM CALLING | KEEP YOUR WEALTH LLC | K & A WEALTH ADVISORS | JAMES C NEATHERY & ASSOCIATES | INTEGRITY FINANCIAL SERVICES, LLC | ILUMA FINANCIAL PARTNERS | GREENE FINANCIAL SERVICES, INC. | FOCUSED FINANCIAL SOLUTIONS | FIRSTFRUITS ASSET MANAGEMENT | FINANCIAL STRATEGIES GROUP | FINANCIAL INDEPENDENCE TEAM, LLC | ET INVESTMENTS INC. | EQUITY FINANCIAL GROUP | ELLEMAN INVESTMENT MANAGEMENT | DI FIDUCIA LLC | DGL CAPITAL | CRITERIUM FINANCIAL ADVISORS, LTD. | COX AND COMPANY, LLC | CLEAR FINANCIAL STRATEGIES, LLC | CHAMBERLAIN ADVISORY GROUP, INC | CHADWICK FINANCIAL SERVICES | ATLAS WEALTH MANAGEMENT | ASPEN CREEK CAPITAL MANAGEMENT LLC | ANNUITY BENEFITS COUNSELORS, INC. | ALPINE INVESTMENT MANAGEMENT | ALLIANCE FINANCIAL GROUP | ALINK CAPTIVE INSURANCE SERVICES | ALINK CAPITAL PRESERVATION AND RISK MANAGEMENT, LLC | ACE TAX & FINANCIAL, INC.
CRD#: 146616 / SEC#: 801-68902
RIA
Registered Investment Advisory firm - (3/6/2008 Approved)Rhode Island
Registered Investment Advisory firm - (2/10/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(10/2/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RW
REDHAWK WEALTH ADVISORS, INC.
ACE TAX & FINANCIAL | WEST END WEALTH MANAGEMENT | WEALTH STRONG LIFE SOLUTIONS | VALLEY MARKETING AND CONSULTING | TOP RANK ADVISORS LLC | THOMPSON WEALTH MANAGEMENT | THE WITTMAN GROUP, INC. | THE FINANCIAL LEGACY GROUP | TCG PROSPERITY | TAN FINANCIAL SOLUTIONS | SYNCHRONIZED WEALTH STRATEGIES LLC | SUN CITY FINANCIAL | STROM FINANCIAL | SIS SERVICES | SFG TAX ADVISORS, LLC | SCOTT GREENAMEYER WEALTH ADVISOR | SCF WEALTH, LLC | RETIREMENT VISIONS | REDHAWK WEALTH ADVISORS, INC. | REDHAWK WEALTH ADVISORS (NO DBA NAME) | RAY HODGES FINANCIAL GROUP | PLAN WISE | PATTEN FINANCIAL GROUP, LLC | PANICHI BLAIR WEALTH ADVISORS | ORIGIN FINANCIAL GROUP LLC | NUVO WEALTH | LOWRY FINANCIAL ADVISORS, INC. | LIVING BENEFITS, LLC | LANGE FINANCIAL ADVISORS, INC. | KINGDOM CALLING | KEEP YOUR WEALTH LLC | K & A WEALTH ADVISORS | JAMES C NEATHERY & ASSOCIATES | INTEGRITY FINANCIAL SERVICES, LLC | ILUMA FINANCIAL PARTNERS | GREENE FINANCIAL SERVICES, INC. | FOCUSED FINANCIAL SOLUTIONS | FIRSTFRUITS ASSET MANAGEMENT | FINANCIAL STRATEGIES GROUP | FINANCIAL INDEPENDENCE TEAM, LLC | ET INVESTMENTS INC. | EQUITY FINANCIAL GROUP | ELLEMAN INVESTMENT MANAGEMENT | DI FIDUCIA LLC | DGL CAPITAL | CRITERIUM FINANCIAL ADVISORS, LTD. | COX AND COMPANY, LLC | CLEAR FINANCIAL STRATEGIES, LLC | CHAMBERLAIN ADVISORY GROUP, INC | CHADWICK FINANCIAL SERVICES | ATLAS WEALTH MANAGEMENT | ASPEN CREEK CAPITAL MANAGEMENT LLC | ANNUITY BENEFITS COUNSELORS, INC. | ALPINE INVESTMENT MANAGEMENT | ALLIANCE FINANCIAL GROUP | ALINK CAPTIVE INSURANCE SERVICES | ALINK CAPITAL PRESERVATION AND RISK MANAGEMENT, LLC | ACE TAX & FINANCIAL, INC.
CRD#: 146616 / SEC#: 801-68902
RIA
Registered Investment Advisory firm - (3/6/2008 Approved)Rhode Island
Registered Investment Advisory firm - (2/10/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8500 Normandale Lake Blvd Suite 960, Bloomington, MN 55437
Mailing Address
Phone number
(952) 835-4295
Established
Firm type
Fiscal year end
# of Employees
55
SEC notice filing (46 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,283 |
| AUM (Assets Under Management) | $ 1,837,536,390 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
