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Alex Thomas Holtmeier

Alex T. Holtmeier

UNION STRATEGIC ADVISORS | Financial Advisor
BLUE ASH, OH 45242
Some features on this profile are disabled
CRD#: 5854334
Alex Thomas Holtmeier

Professional summary

Alex Thomas Holtmeier, AIF® is a registered financial advisor currently at UNION STRATEGIC ADVISORS located in Blue Ash, Ohio.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alex has worked at 2 firms and has passed the Series 66, SIE and Series 7 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 Alex Thomas Holtmeier'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

April 7, 2026 - Present

UNION STRATEGIC ADVISORS

Office #1: 9825 Kenwood Rd. Suite 103, Blue Ash, OH 45242
RIA
CRD#: 340640
BLUE ASH, OH
Past

January 25, 2011 - April 2, 2026

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Blue Ash, OH
Past

January 1, 2011 - April 2, 2026

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Blue Ash, OH

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
Ohio
(4/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/24/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/29/2010
General Securities Representative Examination

Current Firm

US
UNION STRATEGIC ADVISORS
UNION STRATEGIC ADVISORS | UNION STRATEGIC ADVISORS LLC

CRD#: 340640 / SEC#: 801-135455

RIA
Registered Investment Advisory firm - (3/2/2026 120-Day Approval)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
9825 Kenwood Rd. Suite 103, Blue Ash, OH 45242
Mailing Address
Phone number
(513) 699-5200
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 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

UNION STRATEGIC ADVISORS ADV PART 2A APPENDIX 1 01-30-2026 (1/30/2026)
UNION STRATEGIC ADVISORS ADV PART 2A 01-30-2026 (1/30/2026)
0

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

UNION STRATEGIC ADVISORS

Financial AdvisorCRD#: 340640Blue Ash, OH 45242

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Contact information

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