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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Associations
- Institute for Divorce Financial Analysts
- Ohio Society of Certified Public Accountants
- American Institute of Certified Public Accountants
- Affiliate Member of Ohio Society of Association Executives
- Financial Planning Association
Services
- Asset Management
- Wealth Management
- Financial Planning
- Lending Services
- Retirement Planning
- 529 Plans
- Municipal Bonds
- Cash Management
- Long Term Care Insurance
- 401k Rollovers
- Annuities
- Certificates of Deposit
- Insurance Services
- Investment Policy Statements
- Life Insurance
Education and Licensing
- BSBA - Accounting, 1990 Bucknell University
- CPA, Certified Public Accountant 1995
- CDFA, Certified Divorce Financial Analyst 2007
- CRPC, Certified Retirement Planning Counselor 2009
- PFS, Personal Financial Specialist 2010
- CFP, Certified Financial Planner 2011
Business Experience
- JP Morgan</b><BR>Wilmington, DE
Wilmington, DE - CIBC Wood Gundy </b><BR>New York, NY
New York, NY - Chase</b><BR>New York, NY
New York, NY - Coopers and Lybrand</b><BR>New York, NY
New York, NY
Bulletin Board
You can access your investment accounts by clicking on Log On To Your Portfolio on the right-hand side of this page.
Kim Holzer is licensed in the following state(s):
CA, CT, FL, IL, IN, MI, NJ, NY, OH, TN, TX, VA, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
