Harold Anthony Holtman

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → Present
  Holtman & Co Llc
  New Braunfels, TX
• 08/2012 → 12/2018
  Securian Financial Services Inc.
  St. Paul, MN
• 08/2012 → Present
  Minnesota Life
  St. Paul, MN
• 08/2012 → Present
  Planto Roe Financial Services
  San Antonio, TX
• 06/2008 → Present
  Holtman Financial Services, Inc
  New Braunfels, TX
• 12/2018 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 12/2018 → Present
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Inc.
  Garden Ridge, TX

Previous Registrations

• 2013-11-05 → 2018-12-06
  Securian Financial Services, Inc.
  San Antonio, TX
  New Braunfels, TX
  San Antonio, TX

Other Businesses

1. HOLTMAN & CO, LLC;876 LOOP 337, STE 501; NEW BRAUNFELS, TX 78130; NON-INVESTMENT RELATED; ACCOUNTING FIRM, ACCOUNTANT, SENIOR ACCOUNTANT; STARTED 2004; 80 HRS/MO; 80 HRS/MO DURING TRADING;TAX RETURN PREP/BOOKEEPING WORK. 2. HOLTMAN FINANCIAL SERVICES, INC; 876 LOOP 337, BUILDING 501; NEW BRAUNFELS, TX 78130; INVESTMENT RELATED; STARTED 2008, PRESIDENT, INVESTMENT ADVISOR/OUTSIDE INSURANCE; 80H HRS/MO; 80 HRS/MO DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-31
• S63 Uniform Securities Agent State Law Examination
  2007-07-12

Other Names

• Andy Holtman
• Andrew Harold Holtman
• Harold Anthony Holtman
• Harold Anthony Holtman