Craig Lindholm

from Sequent Planning, LLC
SEC regulated
Regulated Investment Advisor
Craig Lindholm is a financial advisor based in Nebraska, Omaha, with 24 years of experience. Craig currently works for Sequent Planning, LLC. Craig maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Craig Lindholm works at Sequent Planning, LLC
Sequent Planning, LLC is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $248,155,987 of assets under management and employs about 86 people. Sequent Planning, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
8420 West Dodge Road, Suite 110, Omaha, Nebraska, 68114

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