Dorian Scott Holmes, CFP^®

CIMA^®, CLU^®

BMO Investment Services

801 Essington Rd.
Joliet, IL 60435

(815) 741-5616 CONNECT WITH Dorian

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Dorian Holmes is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at BMO Investment Services in Joliet, IL and the surrounding communities.

Financial Advisor Overview

My financial planning practice through BMO Investment Services is built on a comprehensive, client-centric approach that integrates investment management, tax-efficient strategies, and long-term wealth planning. I work closely with individuals, families, and business owners to develop personalized financial plans that align with their goals, values, and evolving life circumstances. By combining disciplined portfolio construction with proactive planning in areas such as retirement, risk management, and legacy strategies, I aim to simplify complex financial decisions and deliver clarity and confidence.

Financial Advisor Experience

13 Years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Certified Investment Management Analyst (CIMA^®)

Insurance Licenses

Life insurance: IL, OH, MD, FL
Health/disability insurance: IL, OH, MD, FL
Fixed annuities: IL, OH, MD, FL
Variable annuities: IL, OH, MD, FL

Broker-Dealer Affiliation

LPL Financial

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs