Matthew Holt is a registered investment advisor, based in Kokomo, IN, with 11 years of industry experience.
Location
2704 S Goyer Rd, Kokomo, IN, 46902
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is involved in several business activities, including independent insurance sales, Christian Wealth Management, and Reverent Real Estate LLC. He also works with Foremost Financial Services LLC, providing advice and selling securities products, and spends nearly full-time hours on his investment-related activities.
Employment History
Current Registrations
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations10 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.