Wade Holmstead
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Wade Holmstead Email & Phone Number

Wealth Management Analyst at Soltis Investment Advisors at Soltis Investment Advisors
Location: Provo, Utah, United States 4 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Wealth Management Analyst at Soltis Investment Advisors
Location
Provo, Utah, United States
Company size

Who is Wade Holmstead? Overview

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Quick answer

Wade Holmstead is listed as Wealth Management Analyst at Soltis Investment Advisors at Soltis Investment Advisors, a company with 39 employees, based in Provo, Utah, United States. AeroLeads shows a matched LinkedIn profile for Wade Holmstead.

Wade Holmstead previously worked as Wealth Management Analyst at Soltis Investment Advisors and Investment Intern at Soltis Investment Advisors. Wade Holmstead holds General Education from Brigham Young University.

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Email format at Soltis Investment Advisors

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Soltis Investment Advisors

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Profile bio

About Wade Holmstead

I am a wealth management analyst at Soltis Investment Advisors. I specialize in helping clients by creating proposals and prepping client reviews. I can be reached at wade@soltisadvisors.com.I have worked in many different capacities and fields in my life and learned many unique skills. I love to challenge myself to learn knew things and to work with all different types of people. I thrive as a leader and have a very strong work ethic and time management skills.My interests include Sports, Investing and Outdoor Activities. I love reading about financial trends as well as staying updated on the latest NBA and NFL trends. I can pick up new skills and methods of working with ease while applying previously learnt skills efficiently.Skills and specialities: Testing, Performance Improvement, Customer Experience, Coding, Analytical Skills, Reasoning Skills, Communication Skills, Critical Thinking

Current workplace

Wade Holmstead's current company

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Soltis Investment Advisors
Soltis Investment Advisors
Wealth Management Analyst at Soltis Investment Advisors
st george, utah, united states
Employees
39
AeroLeads page
4 roles

Wade Holmstead work experience

A career timeline built from the work history available for this profile.

Project Manager

Schaffer Studios

Spanish Fork, Utah, United States

Jan 2022 - May 2022

Testing Center Clerk

Provo, Utah, United States

While I was working as clerk at Brigham Young University I:- Communicated with test-takers to provide an excellent experience- Inspected individual tests to ensure test security- Interacted with coworkers in order to improve morale and cohesion among the shift

Sep 2020 - Dec 2021
Team & coworkers

Colleagues at Soltis Investment Advisors

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1 education record

Wade Holmstead education

FAQ

Frequently asked questions about Wade Holmstead

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What company does Wade Holmstead work for?

Wade Holmstead works for Soltis Investment Advisors.

What is Wade Holmstead's role at Soltis Investment Advisors?

Wade Holmstead is listed as Wealth Management Analyst at Soltis Investment Advisors at Soltis Investment Advisors.

Where is Wade Holmstead based?

Wade Holmstead is based in Provo, Utah, United States while working with Soltis Investment Advisors.

What companies has Wade Holmstead worked for?

Wade Holmstead has worked for Soltis Investment Advisors, Schaffer Studios, and Brigham Young University.

Who are Wade Holmstead's colleagues at Soltis Investment Advisors?

Wade Holmstead's colleagues at Soltis Investment Advisors include Rebecca Briesmaster, Iom, Caden Keate, Ruth Brann, Logan Holbrook, and Marcus Littlewood.

How can I contact Wade Holmstead?

You can use AeroLeads to view verified contact signals for Wade Holmstead at Soltis Investment Advisors, including work email, phone, and LinkedIn data when available.

What schools did Wade Holmstead attend?

Wade Holmstead holds General Education from Brigham Young University.

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