THE FREEDOM TO SOAR
HELPING CLIENTS PREPARE FOR A BETTER FINANCIAL OUTCOME

SERVING THE GREATER MINNEAPOLIS, MN AREA

CRAIG HOLM

Transparent Logo
Craig standing pic 2022
  • cholm@westendwm.com

  • 952-395-8133

.

About the Financial Advisor

 

As a comprehensive financial advisor and Chartered Retirement Planning Counselor (from the College of Financial Planning), Craig works with clients in the six key areas of financial planning, with an emphasis on retirement planning.

.

Education and Designations

 

  • St. Cloud State University, Bachelor's Degree, Finance

 

  • CRPC® – Chartered Retirement Planning Counselor 

 

  • Registered Investment Advisor Representative – Focus Financial

 

  • Series 7 - General Securities

 

  • Series 66 - Uniform Combined State

 

  • Life, Health, Disability and Long-Term Care Insurance

.

SERVICES & EXPERIENCE

 

Craig helps clients in the selection and management of investment and insurance products through a comprehensive financial planning process. Services included but not limited to:

 

-Working closely with you to develop a realistic plan that helps achieve your vision of the future.

 

-Utilizing a disciplined investment approach to pursue investment results within the risk levels at which you are comfortable.

 

-Working closely with other professionals to make sure tax management, estate planning, and risk management strategies are considered.

 

-Help increase benefits through your employer such as group insurance, stock option plans, retirement plans, restricted stock and stock purchase plans.

 

-Making sure you are insured appropriately to cover any unforeseen circumstances that may come up.

 

.

PERSONAL

 

Outside of the workplace, Craig enjoys tennis and traveling. Most importantly, he enjoys spending time with his wife, daughters, son, and their families.

 

OUR SERVICES
Public Sector Investor

In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.

Financial Planning

Wealth Management Picture

We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.

Wealth Management

Public Sector Investor

We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.

Retirement Planning

Legacy Planning Picture

We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.

Legacy Planning

Tax Planning Picture

We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.

Tax Planning

Insurance Picture

We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.

Insurance

RISK NUMBER

Get your Risk Number!

To get a reward, investors must be willing to accept some risk. That is the fundamental trade-off of investing; risk is involved with almost any investment.  Watch a short video to learn how powerful knowing your Risk Number can be. It takes five minutes and will help you manage your risk throughout your life. 

FIDUCIARYSHIELD™
fiduciary-shield

Our Headquarters Location

We can meet with you during normal business hours or by appointment in the evenings or on weekends.  Just let us know what your scheduling requirements are.

Main Office

REDHAWK WEALTH ADVISORS, INC

8500 Normandale Lake Blvd, Suite 960, Minneapolis, MN 55437

Phone: 952.835.4295

Redhawk

Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor.

  • Contact Us

    Address: 8500 Normandale Lake Blvd, Suite 960

                   Minneapolis, MN 55437

    Email: Support@RedhawkWA.com

    Phone: 952.835.4295

     

Copyright © 2024 Redhawk Wealth Advisors, All rights reserved

Scroll to Top