Andrew Holte (CRD# 5008158) is an Investment Advisor Representative working at Wise Planning, Inc. in Seattle, WA and has over 2 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 6886032
Capital Partners Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wise Planning, Inc. | Seattle, WA | Oct 2021 - Current | 2 |
| Plexus Scientific Corporation | Alexandria, VA | Jun 2007 - Oct 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- WA
-
Total Assets Under Management465MILLIONS
-
Total Number of Accounts697ACCOUNTS
-
Average Account Value$667,502
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, IL, WA, WI, WY
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