Karl G. Holzhueter

CLEARVIEW INVESTMENTS

Jenison, MI 49428

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CRD#: 4743561

Professional summary

Karl Gerald Holzhueter, who also goes by Karl G Holzhueter, is a registered financial advisor currently at CLEARVIEW INVESTMENTS located in Jenison, Michigan.

Karl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Karl has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Karl G Holzhueter

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.

Karl Gerald Holzhueter is an owner of CVI Properties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karl Gerald Holzhueter'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

July 23, 2010 - Present

CLEARVIEW INVESTMENTS

Office #1: 1360 Baldwin St, Jenison, MI 49428

RIA

CRD#: 143693

Jenison, MI

Past

January 23, 2006 - December 31, 2007

HBW SECURITIES LLC

CRD#: 136959

GRAND RAPIDS, MI

Past

February 8, 2005 - December 31, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

July 27, 2004 - December 31, 2004

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

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

Michigan
(7/23/2010)

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: 11/8/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/2/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/26/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLEARVIEW INVESTMENTS

CLEARVIEW FINANCIAL, LLC | CLEARVIEW INVESTMENTS

CRD#: 143693 / SEC#:

Michigan

Registered Investment Advisory firm - (7/9/2007 Approved)

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Contact information

Main Address

1360 Baldwin St, Jenison, MI 49428

Mailing Address

Phone number

(616) 667-8990

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	781
AUM (Assets Under Management)	$ 48,853,686

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.

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Karl G. Holzhueter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karl Gerald Holzhueter's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARVIEW INVESTMENTS

HBW SECURITIES LLC

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 11/8/2005

Series 63

Date: 8/2/2004

Series 6

Date: 7/26/2004

Current Firm

CLEARVIEW INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEARVIEW INVESTMENTS

TRUST BUT VERIFY

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