Gary Holvick (CRD# 2873203) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fenton, MI and has over 24 years of experience in the finance industry. Gary Holvick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 4216990
Strategic Blueprint, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Fenton, MI | Apr 2022 - Current | 2 |
| Massmutual Life Insurance Company | Fenton, MI | Nov 2015 - Apr 2022 | 6 |
| Mml Investors Services, LLC | Fenton, MI | Nov 2015 - Apr 2022 | 6 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2008 - Nov 2015 | 7 |
| Northwestern Mutual Investment Services, LLC | Auburn Hills, MI | May 2005 - Nov 2015 | 10 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Nov 1999 - Nov 2015 | 16 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Apr 1999 - Nov 2015 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
- MI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
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- Educational seminars/workshops
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