Unclaimed Profile

Scott Andrew Holan

BOLTHOUSE INVESTMENTS, LLC·BAKERSFIELD, California

Series 6, Series 7, Series 63, Series 65Clean record21 years registeredBOLTHOUSE INVESTMENTS, LLC

11601 BOLTHOUSE DRIVE, BAKERSFIELD, CA 93311CRD# 2459907Firm CRD# 148531

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Andrew Holan · BAKERSFIELD, CA

Registration

CRD #2459907 · BOLTHOUSE INVESTMENTS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOLTHOUSE INVESTMENTS, LLC

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

Sep 2018 – Mar 2022

BAKERSFIELD, CA

CLEARY GULL ADVISORS INC.

Oct 2016 – Mar 2018

MILWAUKEE, WI

BMO ASSET MANAGEMENT U.S.

Jun 2012 – Jan 2014

CHICAGO, IL

M&I INVESTMENT MANAGEMENT CORP.

Jul 2005 – Jun 2012

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 11, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOLTHOUSE INVESTMENTS, LLC

CRD 148531 · SEC 801-73757

AUM

$423M

Regulatory assets under management

Employees

204 client accounts

Services offered by BOLTHOUSE INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BOLTHOUSE INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Andrew Holan offer?

Scott Andrew Holan specializes in Investment Management, Retirement Planning, Wealth Management.

What are Scott Andrew Holan's credentials?

Scott Andrew Holan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Andrew Holan located?

Scott Andrew Holan is based in BAKERSFIELD, California, last registered with BOLTHOUSE INVESTMENTS, LLC.

How does Scott Andrew Holan charge for services?

Scott Andrew Holan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOLTHOUSE INVESTMENTS, LLC?

BOLTHOUSE INVESTMENTS, LLC has approximately 11 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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