Michael Holm (CRD# 6527368) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Hurricane, UT and has over 8 years of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Chase Treasures | St George, UT | Nov 2022 - Current | 1 |
Holm Empire LLC | St George, UT | Nov 2018 - Current | 5 |
Alive And Well | St. George, UT | May 2017 - Current | 7 |
Transamerica Financial Advisors, Inc. | Hurricane, UT | Jul 2015 - Current | 8 |
World Financial Group, Inc. | Hurricane, UT | Jan 2015 - Current | 9 |
Monte Holm Amp; Associates | Saint George, UT | Jul 2014 - Current | 9 |
Steijum Consulting LLC | Washington, UT | Dec 2012 - Current | 11 |
M2 Enterprizes | Washington, UT | Dec 2014 - Oct 2018 | 3 |
Lapos;chef LLC | Saint George, UT | Feb 2011 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2015 |
S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- UT
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, WY
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