Unclaimed Profile

Douglas Bryan Holder

ADVANTAGE INVESTMENT MANAGEMENT, LLC·CEDAR RAPIDS, Iowa

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65CFPClean record24 years registeredADVANTAGE INVESTMENT MANAGEMENT, LLC

222 3RD AVE SE, CEDAR RAPIDS, IA 52401CRD# 3109749Firm CRD# 146236

Profile Verification

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

Identity

Douglas Bryan Holder · CEDAR RAPIDS, IA

Registration

CRD #3109749 · ADVANTAGE INVESTMENT MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jul 2025 – present

PRIVATE ADVISOR GROUP, LLC

Oct 2019 – present

ADVANTAGE INVESTMENT MANAGEMENT, LLC

May 2009 – Dec 2019

WEST LAFAYETTE, IN

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Jul 2003 – Jul 2012

WEST LAFAYETTE, IN

WALNUT STREET ADVISERS INC

Aug 2001 – Jul 2003

LAFAYETTE, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · August 20, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVANTAGE INVESTMENT MANAGEMENT, LLC

CRD 146236 · SEC 801-69551

AUM

$386M

Regulatory assets under management

Employees

2,524 client accounts

Services offered by ADVANTAGE INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADVANTAGE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Bryan Holder offer?

Douglas Bryan Holder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.

What are Douglas Bryan Holder's credentials?

Douglas Bryan Holder holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Douglas Bryan Holder located?

Douglas Bryan Holder is based in CEDAR RAPIDS, Iowa, working with ADVANTAGE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.

How does Douglas Bryan Holder charge for services?

Douglas Bryan Holder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVANTAGE INVESTMENT MANAGEMENT, LLC?

ADVANTAGE INVESTMENT MANAGEMENT, LLC has approximately 30 employees and manages $386M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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