Mark Holder, CLU®, ChFC®

Wealth Management Advisor

Professional

Before Mark Holder can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Mark.

Mark Holder earned his CLU®  and ChFC® from the American College of Financial Services.

The Chartered Life Underwriter® is the world's most respected designation of insurance expertise.

This designation signifies Mark is proficcient in:

  1. Providing guidance to clients on types and amounts of life insurance needed
  2. Making recommendations on aspects of risk management, including personal and business uses of a variety of insurance solutions
  3. Providing guidance to clients on legal aspects of life insurance contracts and beneficiaries
  4. Assisting clients in making decisions about estate planning, including proper holding of assets and title to assets, as well as the implications of various wills and trust arrangements on financial, retirement and succession planning issues
  5. Providing a holistic and comprehensive approach to addressing the insurance planning needs of his clients

The Chartered Financial Consultant® program addresses the areas where the rules change a bit, such as behavioral finance, financial planning for families with special needs dependents, small business planning, financial planning for divorce, and much more.

Mark is a member of NAIFA, the National Association of Insurance and Financial Advisors. 

Mark is a recipient of the NAIFA's longest-standing award, the National Quality Award, which recognizes NAIFA members for competence and dedication as indicated by their persistency records. Those who qualify for the NQA understand their clients' needs. The policies they sell remain in force for when their clients need them most.  Mark Holder is also a recipient of NAIFA's Sales Achievement Award.
  
 

 

 

Mark is also a 2011 Kansas City Rising Star.  The "Rising Stars" are selected as being future business leaders under the age of 40 making an impact in the community. 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck