Monte HolmCRD Number: 1103018
Current Firm: Transamerica Financial Advisors, Inc.
Monte Holm (CRD# 1103018) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Saint George, UT and has over 35 years of experience in the finance industry.
Cuso Financial Services, LP
Principal Securities, Inc.
Bcj Capital Management
|Church Of Jesus Christ Of Latter Day Saints||Salt Lake City, UT||Aug 2017 - Current||< 1|
|Holmstead Ranch Resort LLC||Central, UT||Apr 2015 - Current||3|
|Msnb, LLC||St George, UT||Sep 2014 - Current||3|
|Hb Montana LLC||St George, UT||Jan 2013 - Current||5|
|Transamerica Financial Advisors, Inc.||St. George, UT||Jan 2012 - Current||6|
|Holmstead Ranch, LLC||St George, NV||Apr 2010 - Current||8|
|Millennial Medical||Logan, UT||Aug 2008 - Current||9|
|Holm 2008 Spendthrift Trust||Mesquite, NV||May 2008 - Current||10|
|Slekt Investments, LLC||Mesquite, NV||May 2008 - Current||10|
|Steijum Autos, LLC||Mesquite, NV||May 2008 - Current||10|
|Town And Country Bank||St George, UT||Mar 2008 - Current||10|
|Steijum Property Leasing, LLC||Mesquite, NV||Jun 2007 - Current||11|
|Desert Springs Rv Resort, LLC||Mesquite, NV||Jun 2007 - Current||11|
|Steijum Holdings, Lc||Mesquite, NV||Aug 2001 - Current||16|
|Monte Holm & Assoc. LLC||Mesquite, NV||Jun 2001 - Current||17|
|World Financial Group||St. George, UT||Jun 2001 - Current||17|
|Break Away Leasing||Mesquite, NV||May 2006 - Oct 2014||8|
|Legacy Quest, LLC||Mesquite, NV||Dec 2009 - Sep 2014||4|
|Cgsc Foundation, Inc.||Fort Leavenworth, KS||Sep 2009 - Jul 2014||4|
|Steijum, Inc.||Mesquite, NV||Aug 1995 - Jul 2014||18|
|Investment Advisors International||Johns Creek, GA||Aug 2006 - Jan 2012||5|
|World Group Securities||Johns Creek, GA||Apr 2002 - Jan 2012||9|
|Wfg Foundation, Inc.||Duluth, GA||Jan 2010 - Jul 2011||1|
|Steijum Publishing LLC||Mesquite, NV||Dec 2009 - Jul 2011||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
|S65||NASAA Investment Advisors Law Examination||Aug 1996|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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