Colin HolmesCRD Number: 6185449
Current Firm: Mml Investors Services, LLC
Colin Holmes (CRD# 6185449) is an Investment Advisor Representative working at Mml Investors Services, LLC in Indianapolis, IN and has over 4 years of experience in the finance industry.
Halter Ferguson Financial Inc.
I4 Advisors LLC
Halter Ferguson Financial Inc.
|Massmutual Life Insurance Company||Indianapolis, IN||Apr 2013 - Current||4|
|Mml Investors Services Inc.||Indianapolis, IN||Apr 2013 - Current||4|
|Butler University||Indianapolis, IN||Aug 2009 - Current||7|
|Butler University Recreation||Indianapolis, IN||Sep 2010 - May 2013||2|
|Edward Rose & Sons||Indianapolis, IN||Sep 2012 - Dec 2012||< 1|
|Corning Incorporated||Corning, NY||Jun 2012 - Aug 2012||< 1|
|Rotational Molding Technologies||New Paris, IN||Jun 2011 - Aug 2011||< 1|
|Fairfield Community Schools||Goshen, IN||Aug 1996 - Jun 2009||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2013|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.