AdvisorOS Directory
Claim Profile
DH

Daniel Eugene Holder

HOLDER WEALTH MANAGEMENT, INC.·CHAMPAIGN, Illinois
Unclaimed Profile
2504 GALEN DRIVE, CHAMPAIGN, IL 61821CRD# 5705684Firm CRD# 170086
01

About

Daniel Eugene Holder is a registered financial advisor based in CHAMPAIGN, Illinois, affiliated with HOLDER WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HOLDER WEALTH MANAGEMENT, INC.
HOLDER WEALTH MANAGEMENT
AUM
$221M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HOLDER WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5705684
Firm CRD# 170086
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHAMPAIGN?

Browse all registered financial advisors in CHAMPAIGN, Illinois or claim this profile if it's yours.

Browse CHAMPAIGN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHAMPAIGN
Robert Scott Macadam — BUSEY CAPITAL MANAGEMENT, INC.Dale Linell Dye — BUSEY CAPITAL MANAGEMENT, INC.Donna Rae Greene — BUSEY CAPITAL MANAGEMENT, INC.Ronald Earl Drane — BUSEY CAPITAL MANAGEMENT, INC.Stephen Russell Beck — SERRA VENTURES, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile