DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Douglas Lee Holtmeier
Feed of 09/14/2026
Also filed as Doug Holtmeier
At current firm
5 y
since Jan 29, 2021
In the industry
25 y
since Sep 13, 2001 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
17
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Fbl Wealth Management, LLC BD affiliated currentsince Jan 29, 2021 · West Des Moines, Ia
- LPL Financial LLC BD affiliatedMar 15, 2011 to Jan 29, 2021 · Kearney, Ne
- American Portfolios Advisors, Inc formerJun 1, 2010 to Feb 22, 2011 · Holbrook, Ny
- Sagepoint Financial, Inc. formerOct 31, 2005 to May 5, 2010 · Kearney, Ne
- Sunamerica Securities, Inc. unclassifiedFeb 12, 2004 to Oct 31, 2005 · Kearney, Ne
- Piper Sandler & Co. institutionalOct 3, 2001 to Oct 20, 2003 · Topeka, Ks
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Fbl Wealth Management, LLCleft Jan 29, 2021, registered Jan 29, 2021 (0 days) · Other
- American Portfolios Advisors, Inc to LPL Financial LLCleft Feb 22, 2011, registered Mar 15, 2011 (21 days) · Other
- Sagepoint Financial, Inc. to American Portfolios Advisors, Incleft May 5, 2010, registered Jun 1, 2010 (27 days) · Other
- Sunamerica Securities, Inc. to Sagepoint Financial, Inc.left Oct 31, 2005, registered Oct 31, 2005 (0 days) · corporate re-registration, not a move
- Piper Sandler & Co. to Sunamerica Securities, Inc.left Oct 20, 2003, registered Feb 12, 2004 (115 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address