A complete list of active advisors currently associated with Holton & Kosanke Wealth Management, LLC

Warmer can help you find a great advisor at Holton & Kosanke Wealth Management, LLC or one who fits your needs even better.

Holton & Kosanke Wealth Management, LLC provides financial planning and investment consultation to individuals (including high‑net‑worth clients), small businesses, and retirement plan sponsors, delivering written comprehensive or modular plans and ongoing review services. The firm also offers complimentary educational workshops on personal finance and investing and assists plan sponsors with ERISA §3(21) services. Rather than managing securities accounts directly or taking custody of client assets, the firm typically recommends and monitors pre‑screened third‑party investment managers who assume discretionary authority for portfolios. Holton & Kosanke employs a blend of fundamental, technical, charting and cyclical analyses to inform planning and investment recommendations and conducts regular client reviews to update plans. Noteworthy aspects of the firm include its routine, no‑fee educational seminar sessions and its operational model that favors planning, coordination, and third‑party manager referrals over in‑house portfolio management, which is less common among peers. The brochure discloses that principals are licensed insurance agents and that the firm receives portions of third‑party manager fees, matters the firm identifies as potential conflicts it seeks to manage.

To learn more about the advisors currently working at Holton & Kosanke Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Isaac Holton	Tucson, AZ	0
Quinton Holton III	Tucson, AZ	29
Peter Kosanke Jr.	Tucson, AZ	27

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