Isabelle M Holtzen

CRD 8093313

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-09
KS	RA	APPROVED	2025-10-01

TX RA
APPROVED

Since 2025-10-09
KS RA
APPROVED

Since 2025-10-01

Branch Locations

201 Crestview Circle, Louisburg, KS 66053 • 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

Organization	City	State	From	To
Edward Jones	St. Louis	MO	07/2025	Present
John Deere	Moline	IL	06/2020	07/2025
University Of Northern Iowa	Cedar Falls	IA	08/2018	12/2023
Louisburg High School	Louisburg	KS	08/2014	05/2018
Louisburg Aquatic Center	Louisburg	KS	05/2017	08/2018
First Option Bank	Louisburg	KS	05/2019	01/2020

07/2025 → Present

Edward Jones

St. Louis, MO
06/2020 → 07/2025

John Deere

Moline, IL
08/2018 → 12/2023

University Of Northern Iowa

Cedar Falls, IA
08/2014 → 05/2018

Louisburg High School

Louisburg, KS
05/2017 → 08/2018

Louisburg Aquatic Center

Louisburg, KS
05/2019 → 01/2020

First Option Bank

Louisburg, KS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-30

S66 Uniform Combined State Law Examination

2025-09-30

View on SEC IAPD

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