David Don Holtorf

Employer firm

Private Wealth Asset Management CRD 315819

$2.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• 401K ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 11/2016
  Wells Fargo Advisors
  Omaha, NE
• 11/2016 → 09/2021
  Wells Fargo Clearing Services, Llc
  Omaha, NE
• 09/2021 → Present
  Private Wealth Asset Management
  Omaha, NE

Previous Registrations

• 2011-01-03 → 2021-09-22
  Wells Fargo Clearing Services, Llc
  Omaha, NE
  Omaha, NE
  Sioux Falls, SD
  Omaha, NE
  Omaha, NE
• 2004-12-15 → 2011-01-03
  Wells Fargo Investments, Llc
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE

Other Businesses

PRIVATE WEALTH ASSET MANAGEMENT; NON INVESTMENT-RELATED; 411 6TH AVENUE SE, SUITE 360, CEDAR RAPIDS, IA 52401; INSURANCE; LICENSED INSURANCE AGENT; 05/2023;10 HRS/MONTH; 10 HRS/DURING TRADING HOURS; SALES OF SICKNESS, ACCIDENT, HEALTH INSURANCE, LIFE AND ANNUITIES .

Exams

• S66 Uniform Combined State Law Examination
  2004-12-14

Other Names

• David Holtorf