Unclaimed Profile

Holly Veeck

SAFE HARBOR WEALTH ADVISORS, LLC·DUBLIN, Ohio

Clean recordSAFE HARBOR WEALTH ADVISORS, LLC

6099 FRANTZ ROAD, DUBLIN, OH 43017CRD# 6024640Firm CRD# 284613

Profile Verification

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

Identity

Holly Veeck · DUBLIN, OH

Registration

CRD #6024640 · SAFE HARBOR WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Holly Veeck is a registered financial advisor based in DUBLIN, Ohio, affiliated with SAFE HARBOR WEALTH ADVISORS, 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

SAFE HARBOR WEALTH ADVISORS, LLC

AUM

$126M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAFE HARBOR WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Other: REFERRAL FEES

Regulatory

SEC/IARD CRD# 6024640

Firm CRD# 284613

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Holly Veeck offer?

Holly Veeck specializes in Financial Planning, Investment Management. Contact their office in DUBLIN, Ohio for a consultation.

What are Holly Veeck's credentials?

Holly Veeck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Holly Veeck located?

Holly Veeck is based in DUBLIN, Ohio, working with SAFE HARBOR WEALTH ADVISORS, LLC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does Holly Veeck charge for services?

Holly Veeck's firm is compensated through percentage of aum, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAFE HARBOR WEALTH ADVISORS, LLC?

SAFE HARBOR WEALTH ADVISORS, LLC has approximately 3 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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