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Douglas Holtmeier

24 Years of Experience
West Des Moines, IA
1 DisclosureBrokerSells Insurance

Douglas Holtmeier is a registered investment advisor, based in West Des Moines, IA, with 24 years of industry experience.

Location

5400 University Ave, West Des Moines, IA, 50266

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History

Regulatory History (1)
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Criminal
April 2017
Final Disposition
Other Business ActivitiesSells Insurance

Douglas is the president of Wynk Inc DBA Wynk Boutique, a women's clothing boutique, and spends minimal time on financial tasks. He also works for FBL Wealth Management, LLC as an investment advisor representative and sells insurance through Farm Bureau Life and Affiliates since 2021, and is an independent basketball and football official.

Employment History
Current Registrations
Fbl Marketing Services, LLCBroker
February 2021 - Present · 5 yrs 5 mos
Fbl Wealth Management, LLC
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
LPL Financial LLC
March 2011 - January 2021 · 9 yrs 10 mos
LPL Financial LLCBroker
March 2011 - January 2021 · 9 yrs 10 mos
American Portfolios Advisors, INC
June 2010 - February 2011 · 8 mos
American Portfolios Financial Services, INC.Broker
May 2010 - February 2011 · 9 mos
Sagepoint Financial, INC.Broker
October 2005 - May 2010 · 4 yrs 7 mos
Sagepoint Financial, INC.
October 2005 - May 2010 · 4 yrs 7 mos
Sunamerica Securities, INC.
February 2004 - October 2005 · 1 yr 8 mos
Sunamerica Securities, INC.Broker
October 2003 - October 2005 · 2 yrs
U.S. Bancorp Piper Jaffray INC.
October 2001 - October 2003 · 2 yrs
U.S. Bancorp Piper Jaffray INC.Broker
August 2001 - October 2003 · 2 yrs 2 mos
State Registrations18 states
AKARAZCOFLGAIAKSMDMNMONCNEOHSCSDTXUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
Douglas Holtmeier - Financial Advisor | TrueAdvisor