CH
Clayton J. Holthaus
GK WEALTH MANAGEMENT LLC
Reno, NV 89503
Some features on this profile are disabled
CRD#: 7238398
CH
Professional summary
Clayton John Holthaus, who also goes by Clayton Holthaus, is a registered financial advisor currently at GK WEALTH MANAGEMENT LLC located in Reno, Nevada.
Clayton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Clayton has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Clayton Holthaus
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) Griffin M. Kirsch LLC D.B.A. GK Insurance Group; Investment related: No; Location: 98 Winter Street Reno, NV 89503; Description: Insurance - Life Insurance; Position Title: Insurance Representative; Responsibilities Duties: Representing clients (individuals and families) with life insurance planning; Start date: 2020-03-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Clayton John Holthaus'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
March 18, 2020 - Present
GK WEALTH MANAGEMENT LLC
Office #1: 98 Winter Street Reno, Reno, NV 89503RIA
CRD#: 296847
Reno, NV
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".
GW
GK WEALTH MANAGEMENT LLC
GK WEALTH MANAGEMENT | GK WEALTH MANAGEMENT LLC
CRD#: 296847 / SEC#: 801-127973
RIA
Registered Investment Advisory firm - (5/15/2023 Approved)California
Registered Investment Advisory firm - (6/23/2023 Terminated)Nevada
Registered Investment Advisory firm - (6/29/2023 Terminated)Texas
Registered Investment Advisory firm - (5/24/2023 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
Arizona(8/9/2024)
IAR
California(7/13/2021)
IAR
Florida(7/31/2024)
IAR
Nevada(3/18/2020)
IAR
Oregon(7/21/2024)
IAR
Texas(7/18/2024)
IAR
Washington(7/18/2024)
Current Firm
GW
GK WEALTH MANAGEMENT LLC
GK WEALTH MANAGEMENT | GK WEALTH MANAGEMENT LLC
CRD#: 296847 / SEC#: 801-127973
RIA
Registered Investment Advisory firm - (5/15/2023 Approved)California
Registered Investment Advisory firm - (6/23/2023 Terminated)Nevada
Registered Investment Advisory firm - (6/29/2023 Terminated)Texas
Registered Investment Advisory firm - (5/24/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
98 Winter Street Reno, Reno, NV 89503
Mailing Address
Phone number
(775) 354-6622
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,690 |
| AUM (Assets Under Management) | $ 192,210,518 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
