Daniel Eugene Holder

Employer firm

Holder Wealth Management CRD 170086

$284M regulatory AUM 302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2001 → Present
  Daniel Holder & Associates, Inc.
  Champaign, IL
• 09/2009 → Present
  Ruedi Holder & Associates, Inc.
  Champaign, IL
• 09/2014 → Present
  Holder Wealth Management, Inc.
  Champaign, IL
• 05/2005 → Present
  University Of Illinois At Urbana-Champaign, Dept Of Accountancy
  Urbana, IL

Previous Registrations

• 2009-08-19 → 2014-12-31
  Ruedi Holder & Associates, Inc.
  Champaign, IL

Other Businesses

I AM THE PRESIDENT OF DANIEL HOLDER & ASSOCIATES, INC. WHICH IS A PUBLIC ACCOUNTING FIRM. I FOUNDED THE BUSINESS IN JUNE OF 2001. I DEVOTE APPROXIMATELY 80 HOURS PER MONTH TO DANIEL HOLDER & ASSOCIATES, INC. AND APPROXMATELY 20 HOURS PER REGULAR WORK WEEK. I SERVE AS A CERTIFIED PUBLIC ACCOUNTANT AND PREPARE TAX RETURNS.

Designations

• Certified Financial Planner
• Personal Financial Specialist