Craig-Hallum Capital Group LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
—
Advisory reps
79
Avg account
$0

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
121395
Registered since
August 23, 2002

Firm profile

FINTRX

Overview

Craig-Hallum Capital Group LLC is organized as a limited liability company and has been SEC-registered since 2002. FINTRX classifies the firm as an investment bank; ownership is recorded as a mix of a domestic entity and an individual owner. The firm is not listed as a capital allocator and does not identify itself as an active ESG investor. It is not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. There is no descriptive material in the record about the firm’s advisory offerings, fee structures, client segments, or specific business lines beyond the regulatory and classification flags above.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Jeannie Sonstegard

    Jeannie Sonstegard

    Chief Financial OfficerCRD 1643359

  • Christopher Jensen

    Christopher Jensen

    Chief Compliance OfficerCRD 3219762

  • Steven Dyer

    Steven Dyer

    CEOCRD 4341538

Contacts

3 of 76
  • Kevin Harris

    Kevin Harris

    PresidentCRD 724657

  • Sharon Novak

    Sharon Novak

    Vice PresidentCRD 1414211

  • Joseph Geelan

    Joseph Geelan

    PartnerCRD 1467198

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
323 Washington Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth