Kristopher Holtzleiter, Financial Advisor located in Marion, IN

Financial Advisor
Kristopher A Holtzleiter

AAMS®, CRPC™, SE-AWMA®
1301 S Baldwin Ave Suite 106, Marion, IN 46953opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Values and Faith Based Investing
  • Wealth Strategies
  • Business Retirement Plans
  • Not-for-profit Organizations
  • Retirement Savings Strategies
  • Sustainable Investing

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • SE-AWMA®

    Sports and Entertainment Accredited Wealth Management Advisor™

Team Members

  • Sabrina Wilds
    Associate Financial Advisor
  • Lindi Moore
    Sr. Branch Office Administrator
    FPQP®
  • Emily Shafer
    Sr. Branch Office Administrator
    FPQP®
  • Karen Turner
    Sr. Branch Office Administrator
  • Cyrus Myers
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 05:00PM
Tue 07:00AM - 05:00PM
Wed 07:00AM - 05:00PM
Thu 07:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(765) 662-3929

Fax

(877) 904-6664

Office Address

1301 S Baldwin Ave Suite 106
Marion, IN 46953opens in a new window

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