Suzanne Renae rohlik Holt
Investment adviser representative at Cetera Investment Advisers LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Birch Bark Kennels LLCOct 2023 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCMar 2023 to now
- Rohlik Financial Group LLCMar 2023 to now
- Suzanne R Holt LLC;Nov 2008 to now
- Suzanne R Holt, Norwex Independent Consultant and Silver SeniorNov 2008 to now
- Regal Investment AdvisorsMar 2021 to Mar 2023
- Regulus Financial GroupMar 2021 to Mar 2023
- Ameriprise Financial Services IncMay 2018 to Feb 2021
- Ameriprise Financial Services, Inc.Sep 2005 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (IL, MN).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2744813
- Firm CRD
- 105644