Erik R Holt
Investment adviser representative at Independent Wealth Network, Inc.
18 yearsExperience
13 statesRegistered in
$518.4MFirm assets
9 yearsFirm in business
Are you Erik R Holt? Claim your profile
Contact this firm
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
Experience
18 years in the industry.
- Emerson Equity LLCJan 2024 to now
- Independent Wealth Network, Inc.Jan 2018 to now
- Fixed InsuranceApr 2008 to now
- Brokers International Financial Services, LLCJan 2018 to Dec 2023
- Broker Dealer Financial Services/ IacApr 2008 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 13 states (CA, CO, FL, GA, MD, MI, NC, NY, PA, VA, WA, WV, WY).
Independent Wealth Network, Inc.
$518.4MAssets managed
1,460Clients
34Advisers
9 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
- 4635271
- Firm CRD
- 286262