Broker Check
Amy R. Holewa

Amy R. Holewa

CFP®, CDFA™

With over 20 years of financial services expertise, I am excited to work with clients in the areas of retirement planning, tax planning, estate planning, and wealth transfer strategies. In addition to being a Certified Financial Planner™, I have also obtained certification as a Certified Divorce Financial Analyst, allowing me to partner with clients during unique financial situations. My goal is to work closely with clients to develop an outline that aligns with their goals while maximizing their financial position.

Through an initial consultation and careful consideration of monetary objectives, I am able to walk clients through the steps necessary to achieve their financial targets. My clients know that I will be with them from start to finish - something that can make a significant impact for the long term. 

Education / Registrations

  • 1995 University of Minnesota Duluth Bachelor of Business Administration
  • Series 7 General Securities Representative
  • Series 63 Uniform Securities State Law
  • State Insurance License (MN, FL, and AZ)
  • State Securities Registrations AZ, CA FL, MN, OK, TN, TX, and WI
  • Certified Financial Planner
  • Certified Divorce Financial Analyst

Professional Memberships

  • Member of the Financial Services Institute (FSI)
  • Collaborative Law Institute of MN
  • International Academy of Collaborative Professionals

Business Background

  • 1996 - 2006 American Express Financial Advisors, Financial Advisor
  • 2006 - 2009 ING Financial Partners, Financial Advisor
  • 2010 - 2024 Financial Dimensions Group, Financial Advisor
  • 2024 - Present LPL Financial

Personal

  • Married to husband Jim
  • We have three children, Gibson, Trent, and Madeline