Uhlmann Investment Management
43yrs
Top advisor by experience in Skokie
30yrs
Based in Skokie, Illinois, Daniel Holohan is a fiduciary financial advisor with 30 years of industry experience. Daniel has been with Edward Jones since 2007. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 109 advisors with offices in Skokie, and one of 101 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 5% by experience at Edward Jones
Office5750 Old Orchard Rd Suite 520, Skokie, IL 60077
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowEdward JonesCurrent firm
Contact Daniel
Local office(224) 497-2791Ask for Daniel. (314) 515-2000Main office · St. Louis, MO 5750 Old Orchard Rd Suite 520Skokie, IL 60077Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (224) 497-2791 or the Edward Jones main office at (314) 515-2000, and ask for Daniel Holohan.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1997, about 30 years. Top 5% by experience at Edward Jones.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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