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JD

Julie M. Dant

HOLISTIC FINANCIAL PARTNERS
Indianapolis, IN 46256
Some features on this profile are disabled
CRD#: 4613744
JD

Professional summary

Julie Michelle Dant, who also goes by Julie Michelle Hoffman, is a registered financial advisor currently at HOLISTIC FINANCIAL PARTNERS, LLC located in Indianapolis, Indiana.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Julie has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Julie Michelle Hoffman

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 Julie Michelle Dant's CRS (Customer Relationship Summary).
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

August 25, 2016 - Present

HOLISTIC FINANCIAL PARTNERS, LLC

Office #1: 9959 Crosspoint Boulevard, Indianapolis, IN 46256
RIA
CRD#: 170913
Indianapolis, IN
Past

March 30, 2009 - June 5, 2015

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
INDIANAPOLIS, IN
Past

March 20, 2008 - February 11, 2009

CLIFTON GUNDERSON WEALTH ADVISORS

RIA
CRD#: 111297
INDIANAPOLIS, IN
Past

March 20, 2008 - February 11, 2009

CG BROKERAGE L.L.C.

BD
CRD#: 112033
INDIANAPOLIS, IN
Past

August 13, 2007 - February 25, 2008

TRIAD ADVISORS LLC

BD
CRD#: 25803
INDIANAPOLIS, IN
Past

April 2, 2007 - June 27, 2007

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
INDIANAPOLIS, IN
Past

February 16, 2007 - June 27, 2007

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
INDIANAPOLIS, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HF
HOLISTIC FINANCIAL PARTNERS, LLC
FELICE ADVISORS, LLC | HOLISTIC FINANCIAL PARTNERS, LLC

CRD#: 170913 / SEC#: 801-79580

RIA
Registered Investment Advisory firm - (4/17/2014 Approved)

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
Indiana
(8/25/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/30/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/5/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/15/2007
General Securities Representative Examination

Current Firm

HF
HOLISTIC FINANCIAL PARTNERS, LLC
FELICE ADVISORS, LLC | HOLISTIC FINANCIAL PARTNERS, LLC

CRD#: 170913 / SEC#: 801-79580

RIA
Registered Investment Advisory firm - (4/17/2014 Approved)
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Contact information

Main Address
9959 Crosspoint Boulevard, Indianapolis, IN 46256
Mailing Address
Phone number
(317) 550-3400
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HOLISTIC FINANCIAL PARTNERS WRAP FEE BROCHURE (3/19/2025)
HOLISTIC FINANCIAL PARTNERS BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts806
AUM (Assets Under Management)$ 377,971,272

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/19/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HOLISTIC FINANCIAL PARTNERS, LLC

CRD#: 170913Indianapolis, IN 46256

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