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KH

Kory A. Holker

NEW GENERATION WEALTH MANAGEMENT
Osseo, MN 55369
Some features on this profile are disabled
CRD#: 6823404
KH

Professional summary

Kory Andrew Holker, AIF® is a registered financial advisor currently at NEW GENERATION WEALTH MANAGEMENT, LLC located in Osseo, Minnesota and INTERWEST INVESTMENT ADVISORS, INC located in Osseo, Minnesota.

Kory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kory has worked at 2 firms 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kory Andrew Holker'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

July 17, 2017 - Present

NEW GENERATION WEALTH MANAGEMENT, LLC

Office #1: 508 Central Ave, Osseo, MN 55369
RIA
CRD#: 289146
Osseo, MN
Current

October 3, 2022 - Present

INTERWEST INVESTMENT ADVISORS, INC

Office #1: 508 Central Ave, Osseo, MN 55369
RIA
CRD#: 142840
OSSEO, MN

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
Idaho
(10/4/2022)
IAR
Minnesota
(7/17/2017)
IAR
Montana
(10/3/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/17/2017
Uniform Investment Adviser Law Examination

Current Firm

II
INTERWEST INVESTMENT ADVISORS, INC
INTERWEST INVESTMENT ADVISORS, INC

CRD#: 142840 / SEC#:

Idaho
Registered Investment Advisory firm - (5/29/2007 Approved)
Minnesota
Registered Investment Advisory firm - (9/18/2023 Approved)
Montana
Registered Investment Advisory firm - (3/9/2022 Approved)
Nevada
Registered Investment Advisory firm - (5/5/2022 Approved)
Oregon
Registered Investment Advisory firm - (2/24/2015 Approved)
Texas
Registered Investment Advisory firm - (5/19/2022 Conditional Restricted)
Washington
Registered Investment Advisory firm - (1/14/2015 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1450 S. Eagle Flight Way Suite 110, Boise, ID 83709
Mailing Address
Phone number
(208) 465-0034
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts515
AUM (Assets Under Management)$ 38,998,019

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

INTERWEST INVESTMENT ADVISORS, INC

CRD#: 142840Osseo, MN 55369

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