David Holtkamp

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2006 → 04/2023
  Merrill Lynch
  Barrington, IL
• 07/2011 → 04/2023
  Bank Of America, N.A.
  Chicago, IL
• 04/2023 → Present
  Sanctuary Securities, Inc.
  Chicago, IL
• 04/2023 → Present
  Sanctuary Advisors, Llc
  Chicago, IL

Previous Registrations

• 2008-01-30 → 2023-05-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Deer Park, IL
  Chicago, IL

Other Businesses

1) Name: The Enclave Townhome HOA Position: Treasurer Nature: I am the Treasurer of my HOA. We have monthly meetings surrounding ongoing owner issues that have arisen along with providing updated on our reserves. We also discuss how to make our community a better place to live Investment Related: Yes Hours: 5 Securities Trading Hours: 1 Start Date: 10/01/2021 Address: 2519 West Homer Street, Chicago IL 60647, United States Description: I provide an update on our reserves and financial situation to homeowners and I create an annual budget for the HOA.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-28

Other Names

• David Joseph Holtkamp