Colin
Holmes
Four Quadrant Wealth Advisors, Inc
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About this Advisor
Colin Holmes is a certified financial planner working out of Carmel, Indiana, with a total of 1 year of industry experience. Holmes is an employee of Four Quadrant Wealth Advisors, Inc. Throughout their career, Holmes has worked at Butler University, Butler University Recreation, Massmutual Life Insurance Company, Mml Investors Services, LLC, Westpoint Financial Group and Four Quadrant Wealth Advisors, Inc. Holmes has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana. Four Quadrant Wealth Advisors, Inc is a financial advisory company that has its headquarters in Carmel, IN. It has $126 million in total assets among its 479 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 479 accounts, 39% are associated with high-net-worth investors who have more than $1 million in assets. Four Quadrant Wealth Advisors, Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial management fee schedules largely depend on which services the firm provides the client. Fee types billed by Four Quadrant Wealth Advisors, Inc likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Four Quadrant Wealth Advisors, Inc Brokerage Details
$126,068,690
17
479
$263,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Colin Holmes Work History
Colin has been registered as a financial advisor for 1 years.*
Four Quadrant Wealth Advisors, Inc
Massmutual Life Insurance Company
Mml Investors Services, LLC
Westpoint Financial Group
Butler University Recreation
Butler University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Colin Holmes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Four Quadrant Wealth Advisors, Inc
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Indianapolis, IN
Carmel, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
