Andrew Donald Holte
Investment adviser representative at Wise Planning, Inc.
19 yearsExperience
1 stateRegistered in
$610.3MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed 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
19 years in the industry.
- Wise Planning, Inc.Oct 2021 to now
- Plexus Scientific CorporationJun 2007 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wise Planning, Inc.
$610.3MAssets managed
203Clients
6Advisers
7 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
- 5008158
- Firm CRD
- 123821