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Daniel Eugene Holder

HOLDER WEALTH MANAGEMENT, INC.·CHAMPAIGN, Illinois
Clean record16 years registeredHOLDER WEALTH MANAGEMENT, INC.
2504 GALEN DRIVE, CHAMPAIGN, IL 61821CRD# 5705684Firm CRD# 170086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Eugene Holder · CHAMPAIGN, IL
Registration
CRD #5705684 · HOLDER WEALTH MANAGEMENT, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

HOLDER WEALTH MANAGEMENT
Mar 2015 – present
RUEDI HOLDER & ASSOCIATES, INC.
Aug 2009 – Dec 2014
CHAMPAIGN, IL
02

Registrations & Exams

Registration record
First registered · August 19, 2009
Years registered · 16
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 Daniel Eugene Holder offer?
Daniel Eugene Holder specializes in Financial Planning, Investment Management. Contact their office in CHAMPAIGN, Illinois for a consultation.
What are Daniel Eugene Holder's credentials?
Daniel Eugene Holder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Eugene Holder located?
Daniel Eugene 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 Daniel Eugene Holder charge for services?
Daniel Eugene 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.

Charles Bartholow Holder
CHAMPAIGN, IL

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