Gregory Holloway has been an investment adviser representative at Sundvold Capital Management since October 2005, and is not listed among the firm’s executive officers or direct owners.
Sundvold Capital Management LLC is a Columbia, MO firm with $233M under management, 480 clients and 5 advisers in one office, as of its March 2026 filing.
Greg Holloway is an Implementation Strategist at Sundvold Financial. Over more than 15 years at the firm, he has established an advisory practice focused on accountability and outcomes for clients. He uses the Values Based Financial Planning matrix in working with clients toward their goals.
Gregory Holloway’s longest registration is the current one, 20 years at Sundvold Capital Management since 2005. Before joining Sundvold Capital Management in 2005, Gregory Holloway was registered through Legacy Financial Group, Inc.
- Sundvold FinancialCurrent– present · 20 yearsColumbia, MO · Adviser representative · Firm CRD 108176
- Legacy Financial Group, Inc.– · 5 yearsColumbia, MO · Adviser representative · Firm CRD 113885
Investment adviser representative registrations
Gregory Holloway is registered as an investment adviser representative in Missouri, since October 2005.
- MissouriSince 27 October 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 July 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 June 1993 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Gregory Dean Holloway
- CRD
- 2339837
- Firm
- Sundvold Capital Management · CRD 108176
- Office
- 1000 W. NIFONG, BUILDING 4, SUITE 104, Columbia, MO 65203
- Registration
- Investment adviser registration
- In the industry since
- November 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sundvold.com
Where does Gregory Holloway work?
Gregory Holloway is an investment adviser representative registered through Sundvold Capital Management LLC since October 2005, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Holloway a financial advisor?
Yes. Gregory Holloway has a current investment-adviser registration in Missouri, through Sundvold Capital Management since October 2005.
How many years of experience does Gregory Holloway have?
Gregory Holloway has 26 years in the financial industry, since November 1999, across 2 adviser firms.
What exams has Gregory Holloway passed?
Gregory Holloway has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in June 1993.
Where did Gregory Holloway work before Sundvold Capital Management?
Before Sundvold Capital Management, Gregory Holloway was registered through Legacy Financial Group, Inc., November 1999 to September 2005.
Where is Gregory Holloway based?
Gregory Holloway’s registered office is in Columbia, MO.
Is Gregory Holloway registered with FINRA?
No. Gregory Holloway has no current broker registration.
How can I verify Gregory Holloway’s record?
Search CRD 2339837 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Holloway’s full registration record.
