Kory A. Holker

NEW GENERATION WEALTH MANAGEMENT

Osseo, MN 55369

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CRD#: 6823404

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.

1) Managing Member Kory Holker is a licensed insurance agent and also a tax preparer. Approximately 50% of Mr. Holker's time is spent in these practices. These are Investment Related; start 03/2014. 2) New Generation Wealth Management, LLC; Inv Rel; Registered Investment Advisor; IAR/CCO; Approximately 20% of time; start 06/2017. 3) Interwest Investment Advisors, Inc.; Inv Rel; Investment Advisor; Approximately 20% of time; Start 10/2022. 4) LEGACY SERVICES, LLC; INVESTMENT RELATED; PARALEGAL; MARCH 2025; BOISE, ID; APPROXIMATELY 20% OF TIME

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)

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: 5/17/2017

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	515
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.

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Kory A. Holker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kory Andrew Holker's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEW GENERATION WEALTH MANAGEMENT, LLC

INTERWEST INVESTMENT ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/2017

Current Firm

INTERWEST INVESTMENT ADVISORS, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTERWEST INVESTMENT ADVISORS, INC

TRUST BUT VERIFY

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