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Richard Holt is a Financial Advisor, Portfolio Manager, and the Wichita Market Leader at IMA Private Wealth. His experience in the financial services industry includes financial analysis, new business development, staff supervision, and team leadership. Most recently he served as Vice President of Advisory Services for VSR Financial Services, Inc.Ìý

Richard received a Master of Business Administration in Finance and International Business and a Bachelor of Science in Psychology and Economics from the University of Kansas. In 2017, he earned the Chartered Financial Analyst (CFA®) designation. Richard holds the state registration Series 65 and Health, Life, and Variable Contracts certifications in Kansas.