CH
Charles B. Holder
HOLDER WEALTH MANAGEMENT
Champaign, IL 61821
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CRD#: 6399759
CH
Professional summary
Charles Bartholow Holder is a registered financial advisor currently at HOLDER WEALTH MANAGEMENT located in Champaign, Illinois.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Charles has worked at 1 firm and has passed the Series 65 exam.
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.
I OPERATE A LEGAL PRACTICE AS A SOLE-PROPRIETOR. THE NAME OF THE PRACTICE IS 'CBH ATTORNEY AT LAW.' THIS IS NOT AN INVESTMENT-RELATED BUSINESS. IT IS LOCATED AT 3007 VILLAGE OFFICE PLACE, CHAMPAIGN, IL 61822. I AM THE SOLE-OWNER AND MANAGER OF THE BUSINESS. CBH ATTORNEY AT LAW HAS NO FORMAL RELATIONSHIP TO ANY OTHER BUSINESS. IT IS A LEGAL PRACTICE SPECIALIZING IN ESTATE PLANNING SERVICES, SMALL BUSINESS FORMATION, REAL ESTATE LAW, AND TAXATION ISSUES. I DEVOTE APPROXIMATELY TEN HOURS PER WEEK TO THIS BUSINESS. I DEVOTE APPROXIMATELY THREE HOURS PER WEEK TO THIS BUSINESS THAT ARE CONCURRENT WITH TRADING HOURS. MY DUTIES ARE TO THE MANAGE THE BUSINESS AND PERFORM 100% OF THE WORK OF THE BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Bartholow Holder'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®
NoneExperience
Current
September 23, 2014 - Present
HOLDER WEALTH MANAGEMENT
Office #1: 2504 Galen Drive Suite 105, Champaign, IL 61821Office #2: 2504 Galen Drive Suite 105, Champaign, IL 61821RIA
CRD#: 170086
Champaign, IL
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".
HW
HOLDER WEALTH MANAGEMENT
DIVERSIFIED WEALTH ADVISORS, INC. | HOLDER WEALTH MANAGEMENT, INC. | HOLDER WEALTH MANAGEMENT
CRD#: 170086 / SEC#: 801-112398
RIA
Registered Investment Advisory firm - (2/6/2018 Approved)Illinois
Registered Investment Advisory firm - (2/6/2018 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.Highlighted states indicate IAR registrations
IAR
Illinois(9/23/2014)
IAR
Texas(5/22/2024)
Current Firm
HW
HOLDER WEALTH MANAGEMENT
DIVERSIFIED WEALTH ADVISORS, INC. | HOLDER WEALTH MANAGEMENT, INC. | HOLDER WEALTH MANAGEMENT
CRD#: 170086 / SEC#: 801-112398
RIA
Registered Investment Advisory firm - (2/6/2018 Approved)Illinois
Registered Investment Advisory firm - (2/6/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2504 Galen Drive Suite 105, Champaign, IL 61821
Mailing Address
Phone number
(217) 398-4015
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 291 |
| AUM (Assets Under Management) | $ 244,640,000 |
Red Flags
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Company Information
HOLDER WEALTH MANAGEMENT
CRD#: 170086Champaign, IL 61821TRUST BUT VERIFY
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