Chad Holtz
Chad Holtz is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Roseville, MN, with 30 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2440 Fairview Ave N, Roseville, MN, 55113
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2019Customer Dispute
March 2003Criminal
September 1990Other Business Activities
Chad owns and manages Red Dog Stables LTD., a thoroughbred breeding and racing business, dedicating a few hours per week. He also holds power of attorney for his spouse and two daughters, but these activities require minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
U.S. Bancorp Investments, INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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