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Holden Alexander Clendaniel

360 IRA
ST. CHARLES, MO
·CRD# 7205370·6 years experience

Professional Summary

Holden Alexander Clendaniel, who also goes by Holden Alexander Clendaniel, Holden A Clendaniel, Holden Clendaniel, is a registered financial advisor currently at 360 IRA located in St. Charles, Missouri. Holden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Holden has worked at 2 firms and has passed the Series 65, Series 63, Series 3, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Holden Alexander Clendaniel, Holden A Clendaniel, Holden Clendaniel

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

360 IRA·CRD# 289783
RIA
424 Jefferson Street, St. Charles, MO 63301
February 1, 2024 - Present
TD AMERITRADE, INC.·CRD# 7870
BD
St. Louis, MO
May 18, 2020 - September 16, 2023

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Current Firm

3I
360 IRA

360 INVESTMENT AND RETIREMENT ADVISORY, LLC | 360 IRA

CRD#: 289783
Alaska
Registered Investment Advisory firm - Alaska (4/5/2024 Approved)
Arkansas
Registered Investment Advisory firm - Arkansas (10/1/2025 Approved)
Illinois
Registered Investment Advisory firm - Illinois (2/15/2022 Approved)
Missouri
Registered Investment Advisory firm - Missouri (9/15/2017 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (10/26/2023 Approved)
Tennessee
Registered Investment Advisory firm - Tennessee (9/19/2018 Approved)
Texas
Registered Investment Advisory firm - Texas (3/7/2024 Conditional Restricted)

Contact Information

Main Address

424 Jefferson Street, St. Charles, MO 63301

Phone Number

(636) 896-4052

# of Employees

3

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

360 IRA; INV REL; INS AGENT; INS SALES AND SERVICES; ST. CHARLES, MO; 20% OF TIME; START 09/2023.

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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.
IAR
Alaska
(4/5/2024)
IAR
Arkansas
(10/1/2025)
IAR
Illinois
(2/1/2024)
IAR
Missouri
(2/1/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2024About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2020About the Series 63 exam

Series 3 — National Commodity Futures Examination

Passed Sep 2022About the Series 3 exam

Series 7TO — General Securities Representative Examination

Passed May 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2020About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Holden Alexander Clendaniel's CRS (Customer Relationship Summary).

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