Unclaimed Profile

Raymond Earl Holloway

KDV WEALTH MANAGEMENT LLC·BLOOMINGTON, Minnesota

Clean recordKDV WEALTH MANAGEMENT LLC

3800 AMERICAN BLVD W, BLOOMINGTON, MN 55431CRD# 4460851Firm CRD# 143038

Profile Verification

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

Identity

Raymond Earl Holloway · BLOOMINGTON, MN

Registration

CRD #4460851 · KDV WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Raymond Earl Holloway is a registered financial advisor based in BLOOMINGTON, Minnesota, affiliated with KDV WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BERGANKDV WEALTH MANAGEMENT, LLC

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BERGANKDV WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4460851

Firm CRD# 143038

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Raymond Earl Holloway offer?

Raymond Earl Holloway specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.

What are Raymond Earl Holloway's credentials?

Raymond Earl Holloway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Raymond Earl Holloway located?

Raymond Earl Holloway is based in BLOOMINGTON, Minnesota, working with KDV WEALTH MANAGEMENT LLC. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.

How does Raymond Earl Holloway charge for services?

Raymond Earl Holloway'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 KDV WEALTH MANAGEMENT LLC?

KDV WEALTH MANAGEMENT LLC has approximately 33 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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