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| Disclaimer |
| Security products offered through New England Securities, Boston MA member FINRA/SIPC and a registered investment adviser. Buchholz Financial services is a seperate entity from NES. L07085251[exp1209][IA] |
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About Buchholz Financial Services |
I am an independent insurance and financial representative associated with Mid American Financial Group, a New England Financial/MetLife Company. I have been in the insurance industry for over 25 years with most of my clients being over the age of 50.
My mission is to help individuals and business owners develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs.
Our proposition is simple. We are a total solution for our clients.
Not the Lowest Price.
Not the Latest and greatest product configuration.
Not the most efficient answer for an entire population.
We provide a unique combination of cost, professional service, and appropriate financial instruments, for each uinique client.
One client. One Solution. |
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General Information |
| Years of Experience in Financial Services: |
11
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| States Licensed in: |
CA, IL, IA, MN, O, NE, OH, TX
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| Number of Years with Current Firm: |
1
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| Work with the following types of clients: |
Businesses, Individual Investors
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| Name of Broker/Dealer: |
New England Securities
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Education |
| Academic Background |
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| Hastings College |
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Services |
| Investment Types: |
Mutual Funds, Annuities, Insurance, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Life Underwriter Training Council Fellow (LUTCF)
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| Securities Licenses: |
Series 6, Series 63
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA)
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| Non-Financial Organization Memberships: |
Rotary International
National Association of School Boards
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Firm Information |
| Advisor's Number of Clients: |
510
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| Firm's Number of Clients: |
11,000
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Representative: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Fee Structure: |
Commissions Only
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