Jon Holthaus Email & Phone Number
Financial Advisor
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Jon Holthaus Location
- La Crosse, WI, US
Jon Holthaus Work
- Financial Advisor @ Holthaus Financial Group, LLC (November 2008 - Present)
- Independent Financial Advisor @ (November 2008 - August 2025)
- Consultant @ The Bridges Capital Group (September 2011 - May 2012)
- Tax Preparer @ (January 2011 - April 2011)
- Tax Preparer and Receptionist @ Tax Works, LLC (September 2004 - August 2009)
Jon Holthaus Education
- University of Wisconsin-La Crosse
Bachelor's degree (Accounting and Finance)
2007-2012
Jon Holthaus Skills
- Investments
- Start-ups
- Disability Insurance
- Roth IRA
- 401k
- Financial Analysis
- Retirement Planning
- Long Term Care Insurance
- Financial Planners
- Finance
- Fixed Annuities
- Estate Planning
- Securities
- Term Life Insurance
- Negotiation
- IRAs
- Life Insurance
- Retirement
- Financial Planning
- Tax
- Start Ups
- Management
- Microsoft Excel
- Microsoft Office
- Leadership
Jon Holthaus Summary
- Jon Holthaus, based in La Crosse, WI, US, is currently a Financial Advisor at Holthaus Financial Group, LLC. Jon Holthaus brings experience from previous roles at Mutual of Omaha Investor Services, Inc, The Bridges Capital Group, Hawkins, Ash, Baptie & Company, LLP and Tax Works, LLC. Jon Holthaus holds a 2007 - 2012 Bachelor's degree in Accounting and Finance @ University of Wisconsin-La Crosse. With a robust skill set that includes Investments, Start-ups, Disability Insurance, Roth IRA, 401k and more. Jon Holthaus has 1 emails and 1 mobile phone numbers on RocketReach.
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