Daniel Eugene Holder

Financial advisor at Holder Wealth Management · Champaign, IL

Last updated 2026-10-10

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Daniel Eugene Holder is a financial advisor at Holder Wealth Management in Champaign, IL, CRD 5705684. IAPD registration began 2009-08-19.

Registration

CRD number
5705684
Registration status
Active
IAPD registration
2009-08-19
Industry Experience
17 years
Work Experience
25 years
States registered
IL, TX

Licenses and exams

No state licenses or exam codes are listed on the registration.

Designations

  • CFP®
  • Personal Financial Specialist

Work history

  • 2001-06 to Present · Daniel Holder & Associates, Inc. · Champaign, IL
  • 2009-09 to Present · Ruedi Holder & Associates, Inc. · Champaign, IL
  • 2014-09 to Present · Holder Wealth Management, Inc. · Champaign, IL
  • 2005-05 to Present · University of Illinois At Urbana-Champaign, Dept of Accountancy · Urbana, IL

Current employment

SEC IAPD record for Daniel Eugene Holder

Holder Wealth Management

Regulatory AUM
$283,971,000
Registered advisors
4
Offices
1
Average AUM per client
$940.3K (Low)
High-net-worth client ratio
25.5% (Moderate)

Holder Wealth Management: advisors, services and reported ETF investments

About

Daniel Eugene Holder is a CFP®, Personal Financial Specialist financial advisor at Holder Wealth Management in Champaign, IL. The latest record indicates 17 years of industry experience and 25 years of reported work history.

Holder Wealth Management's firm-level Form ADV reports 4 advisors across 1 offices; approximately 75.5 clients per advisor, average assets per client of $940,301, and regulatory AUM of $284M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Publication of Periodicals or Newsletters.

What this firm offers

Filed by Holder Wealth Management on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Publication of Periodicals or Newsletters

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges

Business and affiliations

  • Accountant or Accounting Firm
  • Lawyer or Law Firm

Location

2504 Galen Drive, Champaign, IL 61821

4 advisors at this office.

Holder Wealth Management office in Champaign, IL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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