Michael
Holder

Commerce Brokerage Services, Inc

CRD#2985823
Investment Advisor
in Saint Louis, MO

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About this Advisor

Michael Holder is a financial advisor operating in Saint Louis, Missouri with a total of 21 years of industry experience. Holder works at Commerce Brokerage Services, Inc. During their career, Holder has held roles at Commerce Brokerage Services, Inc and Commerce Bank. Holder holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Kansas, Missouri and Texas. Commerce Brokerage Services, Inc is a firm that has its headquarters in Saint Louis, MO. The investment advisory business has offices in 33 locations and a total of 37 financial advisors. It oversees $650 million in assets across its 3,570 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 3,570 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets. Commerce Brokerage Services, Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically depend on which services the firm provides the client. However, fee types charged by Commerce Brokerage Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

8000 Forsyth Blvd Suite 1200 East
Saint Louis, MO 63105

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Commerce Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$650,363,405

MO Average: $11,469,110,461
Total Number of Employees

37

MO Average: 458
Total Number of Accounts

3,570

MO Average: 33,415
Average Account Size

$182,175

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Holder Work History

Michael has been registered as a financial advisor for 21 years.*

2001 - Present (23 years)

Commerce Brokerage Services, Inc

2001 - Present (23 years)

Commerce Bank

*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 Michael Holder 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 Commerce Brokerage Services, Inc

John Stevens
Springfield, MO
James Blalock
Kansas City, MO
Brenda Buckner
Saint Louis, MO
Aaron Alexander
Saint Louis, MO
Robert Phillips
Saint Louis, MO
Dallas Clemens
Saint Louis, MO
Dexter Walker
Saint Louis, MO
Seth Keethler
Saint Louis, MO

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.

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