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Charles Bartholow Holder

Holder Wealth Management

Champaign, IL

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_RES 2024-05-22
IL RA APPROVED 2014-09-23
  • TX RA
    APPROVED_RES
    Since 2024-05-22
  • IL RA
    APPROVED
    Since 2014-09-23

Branch Locations

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

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 E. Holder & Associates, Inc. Champaign IL 05/2011 Present
University Of Illinois At Urbana-Champaign Urbana IL 08/2017 Present
Parkland College Champaign IL 08/2013 05/2018
  • 05/2011 → Present
    Daniel E. Holder & Associates, Inc.
    Champaign, IL
  • 08/2017 → Present
    University Of Illinois At Urbana-Champaign
    Urbana, IL
  • 08/2013 → 05/2018
    Parkland College
    Champaign, IL
Other Businesses

I OPERATE A LEGAL PRACTICE AS A SOLE-PROPRIETOR. THE NAME OF THE PRACTICE IS 'CBH ATTORNEY AT LAW.' THIS IS NOT AN INVESTMENT-RELATED BUSINESS. IT IS LOCATED AT 3007 VILLAGE OFFICE PLACE, CHAMPAIGN, IL 61822. I AM THE SOLE-OWNER AND MANAGER OF THE BUSINESS. CBH ATTORNEY AT LAW HAS NO FORMAL RELATIONSHIP TO ANY OTHER BUSINESS. IT IS A LEGAL PRACTICE SPECIALIZING IN ESTATE PLANNING SERVICES, SMALL BUSINESS FORMATION, REAL ESTATE LAW, AND TAXATION ISSUES. I DEVOTE APPROXIMATELY TEN HOURS PER WEEK TO THIS BUSINESS. I DEVOTE APPROXIMATELY THREE HOURS PER WEEK TO THIS BUSINESS THAT ARE CONCURRENT WITH TRADING HOURS. MY DUTIES ARE TO THE MANAGE THE BUSINESS AND PERFORM 100% OF THE WORK OF THE BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-12
  • S65 Uniform Investment Adviser Law Examination
    2013-07-12

View on SEC IAPD

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