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Jan Michael Holder

STACKED FINANCE, LLC·CHICAGO, Illinois
Unclaimed Profile
300 SOUTH WACKER DRIVE, CHICAGO, IL 60606CRD# 5221748Firm CRD# 312983
01

About

Jan Michael Holder is a registered financial advisor based in CHICAGO, Illinois, affiliated with STACKED FINANCE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PATH DIGITAL ADVISORS, LLC
PATH DIGITAL ADVISORS, LLC
AUM
$380K
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at PATH DIGITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5221748
Firm CRD# 312983
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jan Michael Holder offer?
Jan Michael Holder specializes in Investment Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.
What are Jan Michael Holder's credentials?
Jan Michael Holder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jan Michael Holder located?
Jan Michael Holder is based in CHICAGO, Illinois, working with STACKED FINANCE, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Jan Michael Holder charge for services?
Jan Michael Holder's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STACKED FINANCE, LLC?
STACKED FINANCE, LLC has approximately 17 employees and manages $380K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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