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Richelle Holtzman

Edward Jones

Watertown, WI

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-01-03
  • WI RA
    APPROVED
    Since 2023-01-03

Branch Locations

1319 W Main St, Watertown, WI 53094 • 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
Edward Jones St Louis MO 10/2022 Present
Ricki Six Group Llc Watertown WI 05/2010 10/2022
Parkside Lending Waukesha WI 10/2020 04/2021
  • 10/2022 → Present
    Edward Jones
    St Louis, MO
  • 05/2010 → 10/2022
    Ricki Six Group Llc
    Watertown, WI
  • 10/2020 → 04/2021
    Parkside Lending
    Waukesha, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-28
  • S66 Uniform Combined State Law Examination
    2022-12-28
Other Names
  • Richelle R. Kuehl
  • Richelle Renee Holtzman

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC.
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COMMONWEALTH FINANCIAL NETWORK
ASSOCIATED INVESTMENT SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HARBOUR INVESTMENTS, INC.

Other Investors

PATRICK DAVID MEISTER
James J Gehring II
BRADY ROBERT ENDL
Toniette Ann Flint
CHRISTOPHER DAVID MALLOW
GREG ALAN SCHROEDER
MELODY MARIE GRESSICK
WILLIAM THOMAS OSWALD

Other Offices

LPL FINANCIAL LLC · WATERTOWN, WI
EDWARD JONES · WATERTOWN, WI
THRIVENT INVESTMENT MANAGEMENT INC. · WATERTOWN, WI
OSAIC WEALTH, INC. · WATERTOWN, WI
COMMONWEALTH FINANCIAL NETWORK · WATERTOWN, WI
ASSOCIATED INVESTMENT SERVICES, INC. · WATERTOWN, WI
AMERIPRISE FINANCIAL SERVICES, LLC · WATERTOWN, WI
OSAIC WEALTH, INC. · WATERTOWN, WI

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