AH
AH

Abigail K Holden

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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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 2 mos
Cambridge Investment Research, INC.Broker
December 2014 - Present · 11 yrs 2 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 Registrations6 states
CAFLKSMAOKPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.