Troy Holtey
Troy Holtey is a registered investment advisor at Wells Fargo Advisors, based in Queen Creek, AZ, with 10 years of industry experience. Troy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Queen Creek, AZ
Get directionsHistory
Regulatory History (1)
Criminal
March 1994Other Business Activities
Troy is a 99% owner of Holtey Financial, LLC, dedicating full-time hours to business planning. He also owns a percentage of Ellsbee Estates LLC, a real estate rental and senior housing business, spending minimal time on these ventures.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations27 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.
Exams
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