Holton & Kosanke Wealth Management, LLC

Holton & Kosanke Wealth Management, LLC (CRD# 288963) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 7 states (or territories).

Current Firm Details
https://www.hkwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, MD, NV, OR, TX

Financial Advisors at Holton & Kosanke Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Quinton Holton, financial advisor Kensington MD
Quinton Holton
CRD#: 2837145
Kensington, MD

Quinton Holton (CRD# 2837145) is an Investment Advisor Representative working at Holton & Kosanke Wealth Management, LLC in Kensington, MD and has over 27 years of experience in the finance industry.

2
Peter Kosanke, financial advisor Tucson AZ
Peter G. Kosanke
CRD#: 3254480
Tucson, AZ

Peter Kosanke (CRD# 3254480) is an Investment Advisor Representative working at Holton & Kosanke Wealth Management, LLC in Tucson, AZ and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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