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Charles Bartholow Holder

HOLDER WEALTH MANAGEMENT, INC.·CHAMPAIGN, Illinois
Series 65Clean record11 years registeredHOLDER WEALTH MANAGEMENT, INC.
2504 GALEN DRIVE, CHAMPAIGN, IL 61821CRD# 6399759Firm CRD# 170086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Bartholow Holder · CHAMPAIGN, IL
Registration
CRD #6399759 · HOLDER WEALTH MANAGEMENT, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

HOLDER WEALTH MANAGEMENT
Sep 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 23, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOLDER WEALTH MANAGEMENT, INC.
CRD 170086 · SEC 801-112398
AUM
$221M
Regulatory assets under management
Employees
3
283 client accounts
Services offered by HOLDER WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HOLDER WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Charles Bartholow Holder offer?
Charles Bartholow Holder specializes in Financial Planning, Investment Management. Contact their office in CHAMPAIGN, Illinois for a consultation.
What are Charles Bartholow Holder's credentials?
Charles Bartholow Holder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Bartholow Holder located?
Charles Bartholow Holder is based in CHAMPAIGN, Illinois, working with HOLDER WEALTH MANAGEMENT, INC.. Their office serves clients in the CHAMPAIGN metropolitan area and surrounding communities.
How does Charles Bartholow Holder charge for services?
Charles Bartholow Holder'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 HOLDER WEALTH MANAGEMENT, INC.?
HOLDER WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HOLDER WEALTH MANAGEMENT, INC.

Daniel Eugene Holder
CHAMPAIGN, IL

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