Gregory Dean Holloway
Investment adviser representative at Sundvold Financial
36 yearsExperience
1 stateRegistered in
$232.9MFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
36 years in the industry.
- Sundvold FinancialOct 2005 to now
- MML Investors Services, Inc.Mar 1993 to now
- Massachusetts Mutual Life Insurance CoJun 1992 to now
- Legacy Financial GroupMar 1990 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (MO).
Sundvold Financial
Legal name: Sundvold Capital Management LLC
$232.9MAssets managed
480Clients
6Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2339837
- Firm CRD
- 108176