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Daniel Eugene Holder

Holder Wealth Management

Champaign, IL

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Current Employers
Holder Wealth Management

2504 Galen Drive Suite 105, Champaign, IL 61821 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-01
IL RA APPROVED 2015-03-21
  • TX RA
    APPROVED
    Since 2024-05-01
  • IL RA
    APPROVED
    Since 2015-03-21

Branch Locations

2504 Galen Drive Suite 105, Champaign, IL 61821 • 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
Daniel Holder & Associates, Inc. Champaign IL 06/2001 Present
Ruedi Holder & Associates, Inc. Champaign IL 09/2009 Present
Holder Wealth Management, Inc. Champaign IL 09/2014 Present
University Of Illinois At Urbana-Champaign, Dept Of Accountancy Urbana IL 05/2005 Present
  • 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

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