Cozad Asset Management
44yrs
Top advisor by experience in Champaign
17yrs
Daniel Holder
Full name on record: Daniel Eugene Holder
Financial advisor at Holder Wealth Management
Based in Champaign, Illinois, Daniel Holder is a financial advisor with 17 years of industry experience. Daniel joined Holder Wealth Management in 2015, after five years at Ruedi Holder & Associates. Daniel’s designations include CFP® and CPA/PFS.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors in Champaign
Office2504 Galen Drive Suite 105, Champaign, IL 61821
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$956,925
Advisors at the firm4
States licensed ?1 state
Services through Holder Wealth Management
Financial planningInvestment management for individuals and small businessesNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2015 – nowHolder Wealth ManagementCurrent firm
- 2009 – 2014Ruedi Holder & Associates, Inc.Previously
Contact Daniel
Local office(217) 398-4013Ask for Daniel. (217) 398-4015Main office 2504 Galen Drive Suite 105Champaign, IL 61821Office · Get directions Firm websitewww.holderwealthmgt.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 (217) 398-4013 or the Holder Wealth Management main office at (217) 398-4015, and ask for Daniel Holder.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2009, about 17 years. More experience than 54% of advisors in Champaign.
What licenses does Daniel hold?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Holder Wealth Management reports being paid by a percentage of the assets they manage, hourly 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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