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Michael Robert Holtz

Toberman Becker Wealth, LLC

St. Louis, MO

Saint Charles, MO

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Current Employers
Toberman Becker Wealth, Llc

1741 S Big Bend Blvd, St. Louis, MO 63117 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-02-18
TX RA APPROVED 2026-02-18
  • MO RA
    APPROVED
    Since 2026-02-18
  • TX RA
    APPROVED
    Since 2026-02-18

Branch Locations

1741 S Big Bend Blvd, St. Louis, MO 63117 • United States

Saint Charles, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors St. Louis MO 06/2019 08/2019
Mariner Wealth Advisors St. Louis MO 05/2021 05/2023
Matter Family Office St. Louis MO 06/2023 01/2026
Illinois Wesleyan University Bloomington IL 08/2017 05/2021
Toberman Becker Wealth, Llc St. Louis MO 02/2026 Present
Marquette Catholic High School Alton IL 08/2013 05/2017
Rolling Hills Golf Course Godfrey IL 04/2015 06/2019
  • 06/2019 → 08/2019
    Wells Fargo Advisors
    St. Louis, MO
  • 05/2021 → 05/2023
    Mariner Wealth Advisors
    St. Louis, MO
  • 06/2023 → 01/2026
    Matter Family Office
    St. Louis, MO
  • 08/2017 → 05/2021
    Illinois Wesleyan University
    Bloomington, IL
  • 02/2026 → Present
    Toberman Becker Wealth, Llc
    St. Louis, MO
  • 08/2013 → 05/2017
    Marquette Catholic High School
    Alton, IL
  • 04/2015 → 06/2019
    Rolling Hills Golf Course
    Godfrey, IL
Designations
Other Names
  • Mike Holtz
  • Michael Holtz

View on SEC IAPD

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