James Craig Holst

CFP

Hallett Advisors

37 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Hallett Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

290 clients

Average Client Portfolio

$501K average

Assets Under Management

$145.2M

Fee Structure

Financial Planning:Investment management only

Location

1220 Main Street, Suite 400, Vancouver, WA, 98660

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2002

Award / Judgment

Customer Dispute

December 2001

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

James is the 100% owner of Holst Holdings, Inc., a holding company located in Vancouver, WA.

Employment History

Current Registrations

Hallett Advisors

November 2019 - Present · 6 yrs 3 mos

Sloy, Dahl & Holst, LLC

April 1988 - Present · 37 yrs 10 mos

Previous Registrations

Smart Investor, LLC

June 2017 - August 2022 · 5 yrs 2 mos

State Registrations3 states

ORTXWA

Advisor

Exams

No exam information available for this advisor.