Holly Mathiesen

CFP®, FIC

Wealth Advisor

State(s) Licensed:   AZ, CA Insurance Lic. #0F32158, CO, CT, DE, FL, IA, IL, IN, KY, MD, MN, MO, MT, NC, OH, TN, VA, WA, WI

Phone 815-636-3939
Address

418 Financial Court Ste B
Rockford, IL 61107

Holly Mathiesen

State(s) Licensed:   AZ, CA Insurance Lic. #0F32158, CO, CT, DE, FL, IA, IL, IN, KY, MD, MN, MO, MT, NC, OH, TN, VA, WA, WI

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Location

Rockford Office

Phone:
815-636-3939
Fax:
815-316-3047

Hours

M – F: 9 a.m. – 5 p.m.