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An Ameriprise Platinum Financial Services® Practice

 
 
Richard D Holdway Ameriprise Financial Advisor

Richard D Holdway

CFP®, CRPC®

Financial Advisor

We shape financial solutions for a lifetime.®

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312.807.1054

richard.d.holdway@ampf.com

 
 

23

Years of Experience

96

Client Satisfaction Score

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RICHARD HOLDWAY AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Office Locations

307 N Michigan Ave
Ste 1818
Chicago, IL 60601-5408
Map Phone: 312.807.1054 Fax: 312.807.1047

Hours: Monday8 a.m. - 5 p.m.
Tuesday8 a.m. - 5 p.m.
Wednesday8 a.m. - 5 p.m.
Thursday8 a.m. - 5 p.m.
Friday8 a.m. - 5 p.m.

Please call ahead to make an appointment. Hours may vary.

777 E Tahquitz Canyon Way
Ste 200-40
Palm Springs, CA 92262-6784
Map Phone: 760.969.6788

Professional Networks

View my LinkedIn Profile

My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

Areas of Focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Small Business

Community Participation

Streeterville Chamber of Commerce

Market Watch

Market News

License Information

I am licensed and registered to conduct business in IL.
Based on licenses and registrations I hold, I may also conduct business in NC, IA, DE, CT, FL, CA, PA, DC, AZ, VA, WI, NJ, VT, MA, NY, NH, TX, KY, CO, MN, MI.

CA Insurance #0E36811

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
  • Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

© 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.