portrait of Dakota W Holtgrieve
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Dakota

With more than 14 years' experience as a financial advisor with Edward Jones and as a CERTIFIED FINANCIAL PLANNER® professional, I value face-to face personal relationships and strive to provide wise and timely advice to my clients. My mission is to help our clients build, protect and transfer their wealth from one generation to the next.

I attended Kansas State University, where I earned my Bachelor of Science in agriculture economics with an emphasis in finance and am an alumnus of Farmhouse Fraternity. It's where I met my wife, Mara, who is the rock of our family. She is a...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • College Savings
  • Business Retirement Plans

Work History

  • Edward JonesFebruary 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Kansas State UniversityBachelor of Arts

Personal Interests

  • Active Lifestyle
  • Cycling
  • Cooking
  • Farming
  • Spending Time with Family

Team Members

  • Paige Prater
    Associate Financial Advisor
  • Simona Korbe
    Sr. Branch Office Administrator
  • Justine Fross
    Branch Office Administrator

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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 - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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