Victoria L. Holt
TRUE BLUE FINANCIAL
Stevensville, MI 49127
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CRD#: 5626481
Professional summary
Victoria Lee Holt, CFP®, who also goes by VIctoria Lee Zinkil, is a registered financial advisor currently at TRUE BLUE FINANCIAL, LLC located in Stevensville, Michigan and LPL FINANCIAL LLC located in Stevensville, Michigan.
Victoria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Victoria has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Life Transitions
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Victoria Lee Zinkil
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.
(1) LPL Financial LLC - Investment Related - 7889 Red Arrow Highway, Stevensville, MI, 49127 - Registered Broker-Dealer & Investment Adviser - Registered Representative - Since 08/2009 - Approximately 24 hours/month (during securities trading hours) - Selling securities and variable insurance products. / (2) True Blue Financial, LLC - Investment Related - 7889 Red Arrow Highway, Stevensville, MI, 49127 - Registered Investment Adviser, Licensed Insurance Agency, and Operating Company for LPL Business Activities - Investment Adviser Representative - Since 12/2020 - Approximately 120 hours/month (during securities trading hours) - Providing investment advice and providing insurance services. / (3) True Blue Tax, LLC - Non-investment Related - 7889 Red Arrow Highway, Stevensville, MI, 49127 - Tax Preparation Firm - Admin - Since 09/2021 - Approximately 8 hours/month (during securities trading hours) - Presenting tax returns to clients. / (4) Independent Insurance Agent - Investment Related - 7889 Red Arrow Highway, Stevensville, MI, 49127 - Licensed Insurance Agent - Since 10/2013 - Approximately 8 hours/month (during securities trading hours) - Selling fixed insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view Victoria Lee Holt'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®
CFP®
Start date: 2019
Experience
Current
February 9, 2021 - Present
TRUE BLUE FINANCIAL, LLC
Office #1: 7889 Red Arrow Highway, Stevensville, MI 49127Office #2: 667 West Main Suite A, Benton Harbor, MI 49022RIA
CRD#: 310841
Stevensville, MI
Current
August 11, 2009 - Present
LPL FINANCIAL LLC
Office #1: 7889 Red Arrow Highway, Stevensville, MI 49127-9252Office #2: 667 West Main Street, Suite A, Benton Harbor, MI 49022RIA
BD
CRD#: 6413
Stevensville, MI
Past
September 29, 2009 - October 28, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAINT JOSEPH, MI
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".
TB
TRUE BLUE FINANCIAL, LLC
TRUE BLUE FINANCIAL, LLC
CRD#: 310841 / SEC#: 801-133948
RIA
Registered Investment Advisory firm - (7/24/2025 Approved)Arizona
Registered Investment Advisory firm - (9/15/2025 Terminated)Illinois
Registered Investment Advisory firm - (9/15/2025 Terminated)Indiana
Registered Investment Advisory firm - (9/23/2025 Terminated)Michigan
Registered Investment Advisory firm - (9/22/2025 Terminated)Texas
Registered Investment Advisory firm - (9/15/2025 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/31/2017)
IAR
Arizona(1/1/2023)
RR
California(10/1/2021)
RR
Florida(9/14/2016)
RR
Georgia(8/13/2013)
RR
Illinois(2/9/2017)
IAR
Illinois(4/8/2022)
RR
Indiana(9/29/2009)
IAR
Indiana(2/1/2022)
RR
Michigan(9/29/2009)
IAR
Michigan(2/9/2021)
RR
North Carolina(7/6/2021)
RR
Ohio(6/28/2013)
RR
Wisconsin(2/7/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TB
TRUE BLUE FINANCIAL, LLC
TRUE BLUE FINANCIAL, LLC
CRD#: 310841 / SEC#: 801-133948
RIA
Registered Investment Advisory firm - (7/24/2025 Approved)Arizona
Registered Investment Advisory firm - (9/15/2025 Terminated)Illinois
Registered Investment Advisory firm - (9/15/2025 Terminated)Indiana
Registered Investment Advisory firm - (9/23/2025 Terminated)Michigan
Registered Investment Advisory firm - (9/22/2025 Terminated)Texas
Registered Investment Advisory firm - (9/15/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7889 Red Arrow Highway, Stevensville, MI 49127
Mailing Address
P.o. Box 198, Stevensville, MI 49127-0198
Phone number
(269) 982-2710
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 726 |
| AUM (Assets Under Management) | $ 193,684,474 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUE BLUE FINANCIAL, LLC
CRD#: 310841Stevensville, MI 49127TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
