
Cleo Holder
Financial Advisor
812-490-9100
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
- Warrick County 4-H Clubs
Personal
- Financial Planning Experience since 1981
- Married since 1978 and have 3 children & 6 grand-children
- Currently taking flying lessons
Cleo Holder is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. Securities and investment advisory services are offered through Securian Financial Services Inc. member FINRA/SIPC.