Matthew HollowayCRD Number: 5414800
Current Firm: America First Investment Advisors LLC
Matthew Holloway (CRD# 5414800) is an Investment Advisor Representative working at America First Investment Advisors LLC in Omaha, NE and has over 10 years of experience in the finance industry. Matthew Holloway 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.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|America First Investment Advisors, LLC||Omaha, NE||Feb 2017 - Current||1|
|America First Investment Advisors, LLC||Omaha, NE||Jul 2014 - Feb 2017||2|
|America First Investment Advisors, LLC||Omaha, NE||Oct 2010 - Jul 2014||3|
|America First Investment Advisors, LLC||Omaha, NE||May 2005 - Oct 2010||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management352MILLIONS
Total Number of Accounts624ACCOUNTS
Average Account Value$563,840
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AK, AR, AZ, CA, CO, FL, IA, ID, IL, KS, LA, MI, MN, MO, MT, ND, NE, NM, NV, NY, OK, OR, SD, TX, UT, WA, WI
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