Funds Used With Clients
Firm Client types
|BFG Wealth Management LLC||3 months, 3 weeks||Oct 2018 - Present|
|Ameriprise Financial Services, Inc.||3 years, 1 month||Dec 2015 - Present|
|Eagle Strategies LLC||11 months||Jan 2015 - Dec 2015|
|Buchholz Financial Group LLC||2 years, 1 month||Nov 2013 - Dec 2015|
|Nylife Securities LLC||5 years, 9 months||Mar 2010 - Dec 2015|
|New York Life Insurance Company||6 years, 4 months||Aug 2009 - Dec 2015|
|Deliveries Galore LLC||3 years, 1 month||Jun 2006 - Jul 2009|
Designations & Memberships
Million Dollar Round TableMembershipThe Premier Association of Financial Professionals, is an international, independent association of more than 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 74 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
National Association of Insurance and Financial AdvisorsMembershipNAIFA comprises more than 600 state and local associations representing the interests of approximately 200,000 agents and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
Articles and Answers
Insights by Alexis Buchholz
AnswersAsk a financial questionAsk a question
|I would like to know how to take out a loan?
There are many types of loans out there - each are utilized for a specific purpose and are based on different aspects of your life (personal credit score, collateral (an asset like a home, car, or investment account)). The different types are: Open-Ended Loans - Credit cards & lines of credit...  (more)
Answered Jul 2018
|I plan to keep working while drawing social security. How much tax if i withdraw my roth and 401k?
Roth IRAs are not taxed at all (as long as you are over 59 1/2 yrs old & have had the account open for more than 5 years. Withdrawals from your 401(k) will be taxed at the same rate as ordinary income tax (no penalties as long as you are over 59 1/2).Here is some basic info to help you get st...  (more)
Answered Jul 2018