Dorian Scott Holmes, CFP<sup>®</sup>

Dorian Scott Holmes, CFP^®

Dorian Scott Holmes, CFP<sup>®</sup> - Financial Advisor

Dorian Scott Holmes, CFP^®

Ameriprise Financial

2001 Butterfield Road, Suite 1520
Downers Grove, IL 60515

FINANCIAL ADVISOR'S WEBSITE

www.ameripriseadvisors.com/dorian.holmes/

(630) 743-7929

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Dorian Holmes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Downers Grove, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: IL, OH, MD, FL
Health/disability insurance: IL, OH, MD, FL
Fixed annuities: IL, OH, MD, FL
Variable annuities: IL, OH, MD, FL

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs

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Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

Helpful Financial Planning Resources

Caring for a Loved One

Elder Financial Abuse and You

Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and...

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Investment

financial infidelity

Conquering Financial Infidelity

Is financial infidelity really “the new normal1?” With 31 percent of couples who share finances indicating that they have been deceptive about...

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Investment

Place to Invest

Is Your 401(k) the Best Place to Invest

You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be doing...

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Serving in the Military

Military Budget

Covering Your Bases on a Military Budget

Tips for Military Personnel and their FamiliesManaging your money on a military budget is tough enough. Now with so many service men and women...

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Buying a Home

Homeowner’s Insurance Checklist

Homeowner’s Insurance Checklist

Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...

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Starting a New Job

Planning a Post-retirement Move Back to the Workplace

There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...

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Investment

under 40 worker

Avoid Retirement Fail Strategies for the Under 40 Worker

It’s tough being a younger worker in this economy. Whether you are facing an entry level salary in your first job out of college or are a...

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Investment

Mapping Your Financial Future

We live in a world that likes to make models. We’re obsessed with economists modeling what inflation may be, how weather patterns will emerge,...

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Divorce

family divorce resolution

A Suitable Divorce Resolution Option for Your Family

Keeping in mind that one in two marriages end in divorce, you should also know that this past holiday season possibly signified a vital turning...

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Insurance

long-term care isnurance

Should You Buy Long-term Care Insurance

For many people in retirement, their greatest fear is ending up in a nursing home. Being able to live independently or, barring that, getting...

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