Holly Fitzgerald (CRD# 5546199) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Appleton, WI and has over 9 years of experience in the finance industry.
CRD# 1109543
Endowment Wealth Management, Inc.
Score
106
CRD# 1547070
Kerntke Otto Mcglone Wealth Management Group
Score
103
CRD# 4618007
Endowment Wealth Management, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank | Appleton, WI | Jul 2013 - Current | 4 |
| Charmful Clothing, LLC | Phoenix, AZ | Feb 2013 - Current | 5 |
| Charles Schwab & Company, Inc. | Appleton, WI | Apr 2010 - Current | 8 |
| Country Financial | Peoria, AZ | Mar 2009 - Feb 2010 | < 1 |
| Northwestern Mutual | Phoenix, AZ | Mar 2009 - Mar 2009 | < 1 |
| Edward Jones | Goodyear, AZ | Jun 2008 - Feb 2009 | < 1 |
| Echo Star | Phoenix, AZ | Apr 2008 - Jun 2008 | < 1 |
| Coldwell Banker | Goodyear, AZ | Feb 2008 - Jun 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- CA
- WI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.