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Financial ADVSR advisor directory · SEC adviser records

Holder Wealth Management financial advisors in Champaign, IL

Every SEC-registered investment adviser representative at a Holder Wealth Management office in Champaign, A to Z.

The short answer

3 registered advisors work at Holder Wealth Management in Champaign, out of 3 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Holder Wealth Management advisors in Champaign, A to Z

Every Holder Wealth Management advisor →

Holder Wealth Management advisors in every city and state →Holder Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Champaign

All Champaign advisors →

Cozad Asset Management Inc. 19LPL Enterprise, LLC 14Wells Fargo Clearing Services, LLC 11Edward Jones 10Sterling Wealth Management, Inc. 8Lifewise Wealth Advisors 7MML Investors Services, LLC 6State Farm Investment Management Corp. 6Thrivent Investment Management Inc. 5Morgan Stanley 4Northwestern Mutual Investment Services, LLC 4Raymond James Financial Services Advisors, Inc. 4

Questions

How many financial advisors does Holder Wealth Management have in Champaign?

3 investment adviser representatives are registered at Holder Wealth Management offices in Champaign, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Holder Wealth Management one of the largest advisor employers in Champaign?

Holder Wealth Management ranks number 14 in Champaign by registered advisors; Cozad Asset Management Inc. has the most, with 19.

How do I check a Holder Wealth Management advisor in Champaign?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Holder Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.