Krilogy congratulates Financial Advisor Nathan Holt on his new position as Team Lead. Holt began his career at Krilogy in 2010, and became the first Krilogy advisor to begin, and graduate from, the Krilogy Advisor Development System, a program designed to help new advisors build their knowledge and skills through mentorship. Holt played a major role in the development of the KADS program.
Today, Holt and his team have approximately $40 million in assets under management. He focuses his practice on families of divorce, drawing from his own experience to provide women who are divorced or widowed with the advice and support his mom needed during challenging financial times. He serves as a sounding board for many of the issues they face, including resume building, networking, bill paying, and general financial issues. His empathetic nature and sound base of knowledge helps these clients feel more confident, secure and educated.
Outside of Krilogy, Holt serves as an Advocacy Board Member for Family Resource Center, and volunteers for First Tee and Connections to Success.
Nathan Holt Promoted to Team Lead – May 2015
About Krilogy
Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life.
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“Krilogy is honored to be recognized nationally for our company culture where we believe in fierce independence and operate with a ‘client-first, firm-second’ philosophy.” Entrepreneur’s Top Company Cultures list is a comprehensive ranking of U.S.-based businesses exhibiting high-performance cultures. Krilogy was recognized in 2017 and 2018 for creating an exceptional culture that drives employee engagement, exceeds employee expectations and directly impacts company success. Read MoreAward Disclosure
Every firm says they support their advisors, but we’re confident nobody delivers on it quite like Krilogy. The proof is in the growth numbers our advisors experience once they transition their business. It’s not typical. You may not even believe it until you experience it for yourself. But it’s the reason the average practicing financial advisor who joins the Krilogy team grows their practice by at least 20% annually.
You are ready to grow with Krilogy. Download our Advisor Growth Calculator to find out what that truly means for your practice 5, 7 and even 15 years down the road.
