Cleo Holder

Financial Advisor
812-490-9100

Email Cleo

Professional Services

  • Fee-Based Financial Planning
  • Wealth Management
  • Retirement Preparation
  • Business Succession Strategies
  • Estate Planning
  • Life & Disability Insurance
  • Long Term Care Insurance

Professional Qualifications

  • Certified Financial Planner (CFP)
  • Certified Kingdom Advisor (CKA)
  • Series 7, 24, 51 & 63 Securities Registration
  • Life / Health License
  • Certified in Long Term Care
  • Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Community / Industry Involvement

  • Kingdom Advisor Founding Member ·
  • Youth Inc. Member
  • W​arrick County 4-H Clubs

Personal

  • Financial Planning Experience since 1981
  • Married since 1978 and have 3 children & 6 grand-children
  • Currently taking flying lessons