Craig Lindholm, financial advisor Newport Beach CA
93 score

Craig Lindholm

CRD Number: 4584369
Current Firm: Northwestern Mutual Investment Services,llc

Craig Lindholm (CRD# 4584369) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Newport Beach, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
City Of Carlsbad Carlsbad, CA Mar 2013 - Current 3
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2007 - Current 9
Northwestern Mutual Investment Services LLC Newport Beach, CA Apr 2005 - Current 11
Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 2005 - Current 11
Nordic Investment Services, LLC Carson City, NV Apr 2000 - Current 16
Chautauqua Investment Services, LLC Carlsbad, CA Apr 1999 - Current 17
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2006 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Craig J. Lindholm
Phone Number: 866-664-7737
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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