Joshua M. Holden

Joshua M. Holden

Vice President, Investment Advisor Representative

Joshua M. Holden, IAR,  Vice President of Holden Wealth Management, is a Registered Representative with Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS). Joshua's focus is designing financial plans and managing our clients’ investment programs. Joshua is a 1996 graduate of Calvin College in Grand Rapids, Michigan. He joined his father Jon in the business in the fall of 1997. With Jon's 56 years of experience, he has acted as Joshua's mentor. "Like my father, I am a lifelong devotee to this business.  My clients know I am committed to this business and the values required to gain their trust." Joshua, along with his wife Rene and 4 children, live in Bloomington. In his off time, he enjoys coaching baseball and fishing.

Joshua Holden has been selected as a Dave Ramsey SmartVestor Pro because of his commitment to helping his clients achieve their long-term investing goals. 

 

Phone (812) 336-0149
Fax (812) 336-0660