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Our financial advice team


Angela M Holt, Financial Advisor serving the Abilene, KS area - Ameriprise Advisors

Angela M Holt

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Ironstone Wealth Advisors
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Investment Management
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Kansas State University, M.S. in Personal Financial Planning
  • Kansas State University, B.S. in Business Administration - Finance

Awards & recognition

  • Ironstone Wealth Advisors, Ameriprise Client Experience Award, 2020-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

4-H Volunteer, Club Leader

Interests

I enjoy spending time with my family, which includes chasing and transporting kids to a variety of activities. I also enjoy scrapbooking, quilting, reading and working in the garden.