linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Don Holtorf

Private Wealth Asset Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Don Holtorf

David Holtorf is an investment advisor representative with Private Wealth Asset Management. David has been working in the financial industry since 2004. He has passed Series 7, Series 66 and SIE exams. David is currently registered with the state of Nebraska. Prior to joining Private Wealth Asset Management, David was employed at Wells Fargo Clearing Services, LLC, and Wells Fargo Investments, LLC. David is also licensed as an insurance agent and provides insurance services.

Firm Information

David Holtorf is currently registered with Private Wealth Asset Management. Private Wealth Asset Management is an investment advisory firm located in Omaha, NE. With over $1 billion to $10 billion in assets under management, the firm provides financial planning, portfolio management, and 401(k) advisory services to high-net-worth individuals and other investors. They have a team of 22 investment advisor representatives and 7 licensed agents.
Private Wealth Asset Management

1100 CAPITOL AVENUE

OMAHA, NE 68102

$1.87B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

401k advisory services

401k advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Holtorf’s Registration & Firm History

NE

09/28/2021 - Present

Private Wealth Asset Management (OMAHA NE)

NE

01/03/2011 - 09/22/2021

WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)

NE

11/03/2004 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (OMAHA NE)

Not sure if David Don Holtorf is right for you?

Licenses & Designations

BOTH

Issued 12/14/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Don Holtorf.
Not sure if David Don Holtorf is right for you?