Advisor profile


My approach

Seth Holder - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Seth Holder - My approach photo

Areas of focus

  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA in Finance (Cum Laude) - Southwestern College (Winfield, KS), 2006

Interests

I enjoy hunting, fishing and spending time with my friends and family at Table Rock lake.

Community participation

  • Member of Keypoint Church in Rogers.