Holder Wealth Management

Holder Wealth Management (CRD# 170086) is a financial advisory firm headquartered in Champaign, IL. They manage $78,600,000 in 393 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Holder Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Ryan R. Bradley
CRD#: 5658941
2504 Galen Drive, Suite 105, Champaign, IL 61821
93
Wealthminder
score

Ryan Bradley (CRD# 5658941) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has over 7 years of experience in the finance industry.

2
Daniel E. Holder
CRD#: 5705684
2504 Galen Drive, Suite 105, Champaign, IL 61821
90
Wealthminder
score

Daniel Holder (CRD# 5705684) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has 1 year of experience in the finance industry. Daniel Holder 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.

3
Charles B. Holder
CRD#: 6399759
3007 Village Office Place, Champaign, IL 61822
89
Wealthminder
score

Charles Holder (CRD# 6399759) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has over 3 years of experience in the finance industry.

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