Wyatt Richard Holtz

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2015 → 06/2021
  Edward Jones
  St. Louis, MO
• 06/2021 → Present
  Ameriprise Financial Services, Llc
  Grand Forks, ND

Previous Registrations

• 2015-10-05 → 2021-06-08
  Edward Jones
  Grand Forks, ND
  St Louis, MO
  Grand Forks, ND
  Grand Forks, ND

Other Businesses

Outside Employment; University of North Dakota; Police Officer - General Patrol; ; 3851 Campus Rd. Stop 9035, , Grand Forks, ND, 58202; Not Investment-Related; 06/04/2021; 10 to 19 hours per month; 0 during trading hours / HP Operations; Financial Advisor - Advisor; ; 1245 Lawler Ave, , Grafton, ND, 58237; Not Investment-Related; 07/26/2021; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-03

Other Names

• Wyatt Holtz
• Wyatt Richard Holtz