Ryan Holloman (CRD# 5022519) is an Investment Advisor Representative working at Weitz Investment Management, Inc. in Omaha, NE and has over 18 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Weitz Securities, Inc. | Omaha, NE | Dec 2022 - Current | 1 |
| Tortoise Securities | Leawood, KS | Jul 2017 - Current | 6 |
| Tortoise Investment Partners, LLC | Leawood, KS | Nov 2016 - Current | 7 |
| Montage Securities | Leawood, KS | Jul 2015 - Jun 2017 | 1 |
| Montage Investments | Leawood, KS | Jul 2015 - Nov 2016 | 1 |
| Waddell & Reed | Shawnee Mission, KS | Jun 2008 - Jun 2015 | 7 |
| Ivy Funds Distributor. Inc. | Shawnee Mission, KS | Jun 2008 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- NE
-
Total Assets Under Management5,154MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$257,690,741
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
NE
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