Meet The Team
Von Holt Financial Advisors, Inc. is an independent, fee-only financial advisory firm that provides advice and recommendations that are objective and impartial without the influence of product or sales commissions (act as fiduciary). The firm is registered with the Illinois Department of Securities as a Registered Investment Advisor.
Albert J. Von Holt, CFP, AAMS
Albert J. Von Holt has been a practicing investment advisor and financial planner since 1992. He is a licensed Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS). Successful completion of the CFP program required him to excel in the areas of Retirement Planning, Investments, Estate Planning, Insurance Planning, and Tax Planning. He has successfully completed the requirements of the Accredited Asset Management Specialist (AAMS) Program which is a certification issued by the College for Financial Planning. Areas of study included portfolio management and asset allocation, investor psychology and decision making, retirement and estate planning, investment considerations for highly compensated executives, the use of life insurance for business and personal financial risk management, federal income taxation and ethical behavior. He has a Bachelor of Business degree from Western Illinois University (1982) with a major in investments and portfolio management, and graduated with Distinction from DePaul University's Master of Business Administration program (1985). In his free time, Al likes to read and learn about important people and times in history.
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Brock A. Von Holt, CFP, AAMS
Brock A. Von Holt is a graduate of the Farmer School of Business at Miami University (OH) where he earned a Bachelor of Business with a major in Finance-Investments and a minor in Business Analytics. He is a licensed Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS). Successful completion of the CFP program required him to excel in the areas of Retirement Planning, Investments, Estate Planning, Insurance Planning, and Tax Planning. He has successfully completed the requirements of the Accredited Asset Management Specialist (AAMS) Program which is a certification issued by the College for Financial Planning. Areas of study included portfolio management and asset allocation, investor psychology and decision making, retirement and estate planning, investment considerations for highly compensated executives, the use of life insurance for business and personal financial risk management, federal income taxation and ethical behavior.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.