Joshua Matthew Holden

Current Employers

Employment History

• 07/2001 → Present
  Kestra Investment Services, Llc.
  Bloomington, IN
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Bloomington, IN

Other Businesses

Busi Name: Holden Wealth Management Invest Rel: Y Address: 631 N Walnut St Bloomington IN 47404 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee, part owner of Holden Wealth Management Start Date: 5/1/2001 Hrs per month: 91% - 100% (145 - 160 hrs) Hrs per month during trading hrs: 81% - 90% (113 - 126 hours) Duties: Financial Advisor, registered representative, and insurance agent. Market and Represent Holden Wealth Management under NFP Advisor Services, LLC Busi Name: Joshua Holden, 407 E Allen St. Invest Rel: N Address: 407 E. Allen St. Bloomington IN 47401 NOB: Real Estate Position, Title or Relationship: Owner Start Date: 8/1/1993 Hrs per month: 0% -10% (0-16 hrs) Hrs per month during trading hrs: 0% - 10% (0 -14 hrs) Duties: Owner, Operator. Busi Name: Retirement Educators of Bloomington LLC Invest Rel: Y Address: 631 N Walnut St Bloomington IN 47404 NOB: Other Other/None of the Above Social Security and Retirement Planning seminars Position, Title or Relationship: Presenter, will be doing the presentation of educational materials and answering any attendee questions. Start Date: 9/26/2015 Hrs per month: 0% - 10% (0-16 hrs) Hrs per month during trading hrs: 0% - 10% (0-14 hrs) Duties: Presenting educational material concerning social security or retirement planning as provided by Emerald educational course material. Busi Name: Kestra Advisory Services, LLC Invest Rel:Y Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Rel: Investment Advisor Representative Start Date: 4/4/2016 Hrs per month: Up to 100% (0 to 160 hrs) Hrs per month during trading hrs: Up to 100% (0 to 160 hrs) Duties: Investment advisory services Busi Name: Holden Rentals I, LLC Invest Rel: Y Address: 631 N Walnut St. Bloomington IN 47404 NOB: Real Estate Position, Title or Rel: Owner of entity Start Date: 6/16/2004 Hrs per month: 0% - 10% (0-16 hrs) Hrs per month during trading hrs: 0% - 10% (0-14 hrs) Duties: None. The activities currently are going on in the other OBA 407 E. Allen St. Busi Name: WESTSIDE COMMUNITY CHURCH CHAIR OF FINANCE COMMITTEE POSITION: Chair of the Finance Committee NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 5 START DATE: 03/09/2022 ADDRESS: 5227 W. Airport Road, Bloomington IN 47403, United States DESCRIPTION: Lead a team of four people to review all aspects of the finances of the church. Work on the budget, review income, discuss vendors, and work through a building project as it relates to affordability.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-26
• S63 Uniform Securities Agent State Law Examination
  1997-11-17

Other Names

• Josh Matthew Holden
• Joshua M Holden