Michael Holter, financial advisor Denver CO
81 score

Michael Holter

CRD Number: 1413532
Current Firm: Advice And Planning Services

Michael Holter (CRD# 1413532) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Denver, CO Feb 2008 - Current 8
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Feb 2008 - Current 8
Mortgage Assoicates Of Parker Centennial, CO Jul 2005 - Apr 2009 3
G.a.l.i.c. Centennial, CO Nov 1997 - Feb 2008 10
Country Insurance And Financial Services Aurora, CO May 2007 - Nov 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S66 NASAA Uniform Combined State Law Examination Oct 2012
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 Michael H. Holter
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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
81

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