Andrew Holte, financial advisor Alexandria MN
83 score

Andrew Holte

CRD Number: 6416437
Current Firm: Edward Jones
Compensation Model: Both
Andrew Holte (CRD# 6416437) is an Investment Advisor Representative working at Edward Jones in Alexandria, MN and has 1 year of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2014 - Current 2
Hibu St. Cloud, MN Oct 2013 - Nov 2014 1
Unemployed Alexandria, MN Jun 2013 - Oct 2013 < 1
Mielke Oil Little Falls, MN Jun 2011 - Jun 2013 2
Glenwood State Bank Glenwood, MN Jun 2006 - Jun 2011 5
Wells Fargo Alexandria, MN Sep 2005 - Jun 2006 < 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Dec 2014
S66 NASAA Uniform Combined State Law Examination Jan 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Andrew S. Holte
Phone Number: (320) 759-3080
Registered State(s):
  • MN
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83
Verified Page
Data verified by both the advisor and the public regulatory data.

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