Nicholas James Lindholm
Investment adviser representative at Beacon Pointe Advisors, LLC
16 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Beacon Pointe Advisors, LLCJun 2026 to now
- UnemployedFeb 2026 to May 2026
- Petersen Hastings Wealth Advisors, Inc.Oct 2024 to Feb 2026
- Waddell & Reed Financial Advisorsf, LPL FinancialJul 2023 to Jul 2023
- Synergistics, Inc.Jun 2021 to Sep 2024
- Gsl Tournament / Ellensburg Little LeagueJun 2021 to Sep 2023
- Student / UnemploymentJan 2010 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 7784885
- Firm CRD
- 119290