Kevin Andrew Holt
Investment adviser representative at Market Street Wealth Management
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$837MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Market Street Wealth Management, LLCJan 2011 to now
- USA Financial Securities CorporationFeb 2006 to now
- Market Street Financial GroupMar 2005 to now
- Principal Life InsuranceOct 2003 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Market Street Wealth Management
Legal name: Market Street Wealth Management, LLC
$837MAssets managed
1,052Clients
12Advisers
11 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
- 4198617
- Firm CRD
- 155157