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Abigail Holden

14 Years of Experience
Wichita, KS
BrokerSells Insurance

Abigail Holden is a registered investment advisor, based in Wichita, KS, with 14 years of industry experience. Abigail is also registered as a broker, so some compensation may come from commissions on products sold.

Location

13111 E 21st St. N, Wichita, KS, 67230

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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

Abigail is an advisory representative of a RIA since 2014 and an IAR for CoreNorth Capital Planning since 2024, dedicating full-time hours to these roles. She is also an independent insurance agent and an Investment Advisor Representative for Modern-Wealth, LLC, and a volunteer executive event chair for the Alzheimer's Association.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2014 - Present · 11 yrs 10 mos
Cambridge Investment Research, INC.Broker
December 2014 - Present · 11 yrs 10 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
October 2013 - December 2014 · 1 yr 2 mos
Woodbury Financial Services, INC.Broker
November 2011 - June 2013 · 1 yr 7 mos
State Registrations7 states
CAFLKSMAOKPATN
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.
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