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Neil Holt

Financial Planning Assistant

Ameriprise Financial Services, LLC Visit firm website
West Hartford, ConnecticutCRD #7665748
Planning Specialist
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Historical source listing. Affiliation, role, and contacts are from the supplied broker directory. Check the linked professional record and confirm current details with the firm.

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The supplied broker directory lists Neil Holt with Ameriprise Financial Services, LLC in West Hartford, Connecticut. The recorded professional role is financial planning assistant. Confirm current affiliation and services directly before making contact.

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Planning Specialist
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Investment minimum
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The listed firm
AFS

Ameriprise Financial Services, LLC

1,431 listed professionals

Ameriprise Financial Services, LLC is listed as a broker-dealer affiliation in the supplied professional directory. Explore the associated professional profiles and their recorded branch locations.

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FINRA record · CRD 7665748Registration, employment history, and disclosures SEC adviser searchResearch advisory firms and professionals

Imported September 16, 2026 from a workbook created in September 2023. The data snapshot date was not specified. Location: Branch city/state in supplied broker directory; current affiliation unverified. Listing does not imply participation, endorsement, or availability for new clients.

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