Justin Holm, financial advisor Chicago IL
90 score

Justin Holm

CRD Number: 5924581
Current Firm: Mesirow Advanced Strategies Inc.

Justin Holm (CRD# 5924581) is an Investment Advisor Representative working at Mesirow Advanced Strategies Inc. in Chicago, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Mesirow Financial, Inc. Chicago, IL Feb 2013 - Current 5
Unemployed Ankeny, IA Jun 2012 - Feb 2013 < 1
Northwestern Mutual Investment Services, LLC Ames, IA May 2011 - Jun 2012 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2011 - Feb 2012 < 1
Iowa State University Ames, IA Aug 2007 - Dec 2011 4
Coldwater Golf Links Ames, IA Mar 2009 - Oct 2010 1
M.j's East Gas Station De Witt, IA Mar 2005 - Aug 2007 2
Central-clinton De Witt High School De Witt, IA Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Justin D. Holm
Phone Number: 312-595-7300
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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