Michael Holm (CRD# 6527368) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Hurricane, UT and has over 8 years of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chase Treasures | St George, UT | Nov 2022 - Current | 1 |
| Holm Empire LLC | St George, UT | Nov 2018 - Current | 5 |
| Alive And Well | St. George, UT | May 2017 - Current | 6 |
| Transamerica Financial Advisors, Inc. | Hurricane, UT | Jul 2015 - Current | 8 |
| World Financial Group, Inc. | Hurricane, UT | Jan 2015 - Current | 9 |
| Monte Holm Amp; Associates | Saint George, UT | Jul 2014 - Current | 9 |
| Steijum Consulting LLC | Washington, UT | Dec 2012 - Current | 11 |
| M2 Enterprizes | Washington, UT | Dec 2014 - Oct 2018 | 3 |
| Lapos;chef LLC | Saint George, UT | Feb 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- UT
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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