Craig Holtzen, Financial Advisor

FINANCIAL ADVISOR
Craig D Holtzen

CEPA®, AAMS™
106 S Broadway, Louisburg, KS 66053opens in a new window
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

About Craig

Why is serving clients at Edward Jones the perfect fit for me? Well, I guess you could say working with numbers runs in the family. My father started his own accounting firm in 1964. He saw fit to have me involved in the preparation of depreciation schedules at an early age. This time spent in numbers sparked a lifelong interest in math and, coupled with my passion to help others, led me to my work at Edward Jones. To us, personal relationships are paramount. We ask questions to build a deep understanding of your unique financial needs. We can develop...

Work History

  • Edward JonesDecember 2000 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Missouri-ColumbiaBachelors

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Football
  • Sports Enthusiast

Team Members

  • Jake Hill
    Associate Financial Advisor
    AAMS™
  • Debbie Landau
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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