Dennis Holzwarth
Dennis Holzwarth is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 27 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis owns Team One Personal Services, Inc., providing permanent employees for local businesses and handling their payroll and taxes, dedicating about 10-20% of his time. He also owns Wealth Building Inc., where he provides accounting services and tax preparation, dedicating nearly full-time hours.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Legacy Wealth Advisors, INC.
Hornor, Townsend & Kent, INC.Broker
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Investment Management & Research, INCBroker
State Registrations1 state
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