Holli M. Nowokunski
Professional summary
Holli Moore Nowokunski, CFP®, who also goes by Holli Marie Moore, Holli M Nowokunski, is a registered financial advisor currently at ELBERT FINANCIAL CONSULTING, INC. located in Charlotte, North Carolina.
Holli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Holli has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Holli Moore Nowokunski's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 8, 2004 - Present
ELBERT FINANCIAL CONSULTING, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/8/2004)
Current Firm
ELBERT FINANCIAL CONSULTING, INC.
CRD#: 117847 / SEC#:
Contact information
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/15/2025 | ||
| 11/21/2024 | ||
| 01/30/2024 | ||
| 04/10/2023 |
Red Flags
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