Chad Allan Holtz

CRD 2170445 · Wells Fargo Advisors · Roseville, MN

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 31Series 7Series 66Series 63
Registered states (20): California · Colorado · Delaware · District Of Columbia · Florida · Illinois · Indiana · Iowa · Kansas · Maryland · Michigan · Minnesota · New Mexico · New York · North Dakota · Puerto Rico · South Carolina · Tennessee · Texas · Wisconsin
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2170445 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (7)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Roseville, MN · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Roseville, MN · BC capacity

start not retrieved → present
U.S. Bancorp Investments, Inc.
Forest Lake, MN · IA capacity

Dec 10, 2013 → Jun 3, 2014
U.S. Bancorp Investments, Inc.
Forest Lake, MN · BC capacity

Jul 20, 2004 → Jun 3, 2014
Piper Jaffray & Co.
Fargo, ND · IA capacity

Jul 25, 2000 → Jul 9, 2004
Piper Jaffray & Co.
Minneapolis, MN · BC capacity

Feb 25, 2000 → Jul 9, 2004
Lutheran Brotherhood Securities Corp.
Minneapolis, MN · BC capacity

Dec 5, 1991 → Aug 2, 1994

Source & corrections

Where this page comes from

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