JA
JA

James Richard Arnholt

35 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,305 clients
Average Client Portfolio
$163K average
Assets Under Management
$213.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

113 S Clark St, PO Box 280, Bassett, NE, 68714

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James owns Arnholt Insurance Agency, selling various insurance products including fixed and equity indexed annuities, health, life, LTC, disability, medical supplement, and PDP insurance, dedicating full-time hours during market hours and a few hours per week during non-market hours. He is also the Vice Chairman and a board member of Rock County High School Foundation, spending minimal time helping decide where to invest funds and award scholarships.

Employment History
Current Registrations
Cpr Investments INC
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Kcd Financial, INC.
March 2007 - November 2016 · 9 yrs 8 mos
Kcd Financial, INC.Broker
March 2007 - November 2016 · 9 yrs 8 mos
Securian Financial Services, INC.
March 2000 - February 2006 · 5 yrs 11 mos
Securian Financial Services, INC.Broker
June 1995 - February 2006 · 10 yrs 8 mos
Pruco Securities CorporationBroker
May 1988 - June 1995 · 7 yrs 1 mo
The Prudential Insurance Company of AmericaBroker
May 1988 - December 1993 · 5 yrs 7 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.