Jon Holthaus

Financial Advisor

Court of the Table - MDRT

Jon is a member of MDRT’s Court of the Table. Their meetings are used to connect peers in the industry to discuss marketplace trends and best practices.

“MDRT (Million Dollar Round Table) is recognized as the premier association of financial professionals.  Its members demonstrate the founding principles of exceptional professional knowledge, strict ethical conduct, and outstanding client service.”  --MDRT Selection Committee

Chairman’s Council 

The Chairman’s Council is awarded by Mutual of Omaha based on sales production and quality business. 

Association Member:

  • Chiropractic Association (WI, MN)
  • National Livestock Producers Association (National)
  • State Veterinarian Association (WI, MN)

Formal Education

  • Graduated from University of Wisconsin La Crosse in 2007 with a double Major in Finance and Accounting.

Professional Liscenses 

  • Series 6
  • Series 63
  • Series 65
Phone 608-782-5293
Fax 608-782-4464
Mobile Phone 608-732-6349