Kenneth T. Holman

OVERLAND ADVISORS

PHOENIX, AZ 85016

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CRD#: 1050201

Professional summary

Kenneth Tedd Holman is a registered financial advisor currently at OVERLAND ADVISORS located in Phoenix, Arizona.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Kenneth has worked at 2 firms and has passed the Series 65, Series 63, Series 22, Series 1 and Series 39 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Tedd Holman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 4, 2026 - Present

OVERLAND ADVISORS

Office #1: 2200 E Camelback Road Suite 210, Phoenix, AZ 85016

RIA

CRD#: 334738

PHOENIX, AZ

Past

May 19, 1982 - April 26, 1989

KENMAN SECURITIES CORPORATION

CRD#: 10490

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(2/4/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/31/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/22/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22

Date: 7/12/1980

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 1

Date: 7/12/1980

Registered Representative Examination

Principal/Supervisory Exam

Series 39

Date: 1/28/1981

Direct Participation Programs Principal Examination

Current Firm

OVERLAND ADVISORS

OVERLAND ADVISORS | OVERLAND ADVISORS CORPORATION

CRD#: 334738 / SEC#:

Arizona

Registered Investment Advisory firm - (2/4/2026 Approved)

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Contact information

Main Address

2200 E Camelback Road Suite 210, Phoenix, AZ 85016

Mailing Address

Phone number

(888) 248-2170

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Kenneth T. Holman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Tedd Holman's CRS (Customer Relationship Summary).

Certified licenses

Experience

OVERLAND ADVISORS

KENMAN SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/2024

Series 63

Date: 5/22/2024

Series 22

Date: 7/12/1980

Series 1

Date: 7/12/1980

Series 39

Date: 1/28/1981

Current Firm

OVERLAND ADVISORS

Contact information

Documents

Red Flags

Company Information

OVERLAND ADVISORS

TRUST BUT VERIFY

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