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508 Central Ave, Osseo, MN 55369 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-12 |
| MN | RA | APPROVED | 2017-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Generation Wealth Management, Llc | Osseo | MN | 07/2017 | Present |
| Asset Protection Advisors, Inc. | Osseo | MN | 03/2014 | Present |
| Interwest Investment Advisors, Inc. | Boise | ID | 10/2022 | 05/2026 |
| Legacy Services, Llc | Boise | ID | 03/2025 | 05/2026 |
1) Managing Member Kory Holker is a licensed insurance agent and also a tax preparer. Approximately 50% of Mr. Holker's time is spent in these practices. These are Investment Related; start 03/2014. 2) New Generation Wealth Management, LLC; Inv Rel; Registered Investment Advisor; IAR/CCO; Approximately 20% of time; start 07/2017.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-17 |
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