Peter Holoien, financial advisor Minneapolis MN

Peter Holoien

CRD Number: 4582533
Current Firm: U.s. Bancorp Investments, Inc.

Peter Holoien (CRD# 4582533) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Minneapolis, MN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Minneapolis, MN Mar 2012 - Current 7
Cuna Mutual Insurance Society Waveryly, IA Jul 2005 - Mar 2012 6
Cuna Brokerage Services, Inc. Waveryly, IA Jul 2005 - Mar 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Peter D. Holoien
Phone Number: 800-888-4700
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    8,507
    MILLIONS
  • Total Number of Accounts
    36,480
    ACCOUNTS
  • Average Account Value
    $233,183
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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