Kory Holker (CRD# 6823404) is an Investment Advisor Representative working at Interwest Investment Advisors, Inc. in Boise, ID and has over 6 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Interwest Investment Advisors, Inc. | Boise, ID | Oct 2022 - Current | 1 |
| New Generation Wealth Management, LLC | Osseo, MN | Jun 2017 - Current | 6 |
| Asset Protection Advisors, Inc. | Osseo, MN | Mar 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ID
- MN
- MT
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Total Assets Under Management32MILLIONS
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Total Number of Accounts456ACCOUNTS
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Average Account Value$71,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
ID, MN, MT, NV, OR, TX, WA
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