Best Investors Account Sign in
Inactive

Andrew Donald Holte

Wise Planning, Inc.

Keene, NH

Seattle, WA

Claim This Profile
Current Employers
Wise Planning, Inc.

Seattle, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-02-11
  • WA RA
    APPROVED
    Since 2022-02-11

Branch Locations

74 Forest Street, Keene, NH 03431 • United States

Seattle, WA • 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
Wise Planning, Inc. Seattle WA 10/2021 Present
Plexus Scientific Corporation Alexandria VA 06/2007 10/2021
  • 10/2021 → Present
    Wise Planning, Inc.
    Seattle, WA
  • 06/2007 → 10/2021
    Plexus Scientific Corporation
    Alexandria, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-08
  • S65 Uniform Investment Adviser Law Examination
    2022-02-08
Other Names
  • Andy Donald Holte

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
EDWARD JONES
LPL FINANCIAL LLC
BLUESTONE WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BIRCH FINANCIAL GROUP
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
IPIC, INC.

Other Investors

TIMOTHY DAVID DOLL
Ely Thayer
Scot A Ward
Brian David Royal
David Peter Therrien
KEITH ALAN MANSFIELD
ELIZABETH JOHNSON CATLIN
CHRISTINE CLINTON-CATLIN

Other Offices

OSAIC WEALTH, INC. · KEENE, NH
EDWARD JONES · keene, NH
EDWARD JONES · KEENE, NH
EDWARD JONES · KEENE, NH
EDWARD JONES · KEENE, NH
LPL FINANCIAL LLC · KEENE, NH
BLUESTONE WEALTH MANAGEMENT LLC · KEENE, NH
LPL FINANCIAL LLC · KEENE, NH

More in Keene, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor