Unclaimed Profile

Kristen Joy Holt

COTTONWOOD VENTURES, LLC·IRVING, Texas

SIE, Series 7, Series 63, Series 65Clean record8 years registeredCOTTONWOOD VENTURES, LLC

105 DECKER COURT SUITE 730, IRVING, TX 75062CRD# 5429380Firm CRD# 322366

Profile Verification

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

Identity

Kristen Joy Holt · IRVING, TX

Registration

CRD #5429380 · COTTONWOOD VENTURES, LLC · 8 years registered

Brand Profile

Not yet started

Career History

ALONGSIDE, LLC

Apr 2026 – present

COTTONWOOD CAPITAL ADVISORS

Mar 2023 – present

COMMONWEALTH FINANCIAL NETWORK

Jan 2018 – Apr 2023

Irving, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 8, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COTTONWOOD VENTURES, LLC

CRD 322366 · SEC 801-127478

AUM

$253M

Regulatory assets under management

Employees

196 client accounts

Services offered by COTTONWOOD VENTURES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at COTTONWOOD VENTURES, LLC →

Introduction

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Frequently Asked Questions

What services does Kristen Joy Holt offer?

Kristen Joy Holt specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in IRVING, Texas for a consultation.

What are Kristen Joy Holt's credentials?

Kristen Joy Holt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristen Joy Holt located?

Kristen Joy Holt is based in IRVING, Texas, working with COTTONWOOD VENTURES, LLC. Their office serves clients in the IRVING metropolitan area and surrounding communities.

How does Kristen Joy Holt charge for services?

Kristen Joy Holt's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COTTONWOOD VENTURES, LLC?

COTTONWOOD VENTURES, LLC has approximately 4 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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