Karl Holzhueter (CRD# 4743561) is an Investment Advisor Representative working at Clearview Investments in Jenison, MI and has over 19 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearview Financial LLC | Jenson, MI | Jul 2007 - Current | 16 |
| Hbw Insurance And Financial Services, Inc. | Simi Valley, CA | Sep 2003 - Current | 20 |
| Grand Rapids Police Department | Grand Rapids, MI | Jul 1992 - Jan 2017 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
- MI
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts774ACCOUNTS
-
Average Account Value$59,102
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MI
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