Holly Veeck is a control person of Safe Harbor Wealth Advisors and directly owns under 5% of it.
Safe Harbor Wealth Advisors is an investment adviser based in Dublin, OH, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $167 million, as filed on 10 April 2026. Its fees, ownership and offices are on the firm’s profile.
Holly Veeck is Vice President of Operations of Safe Harbor Wealth Advisors, LLC, and is also its chief compliance officer. She oversees office operations and works with Safe Harbor Financial Group, LLC clients to facilitate life and annuity applications. Before joining Safe Harbor, she was an account manager for a third-party administrator specializing in workers' compensation benefits.
- CRD
- 6024640
- Firm
- Safe Harbor Wealth Advisors · CRD 284613
- Role
- Chief Compliance Officer
- In role since
- January 2017 · 9 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Dublin, OH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- safeharboroh.com
Where does Holly Veeck work?
Holly Veeck has been Chief Compliance Officer of Safe Harbor Wealth Advisors, LLC since January 2017, and is a control person of the firm.
How can I verify Holly Veeck’s record?
Holly Veeck’s role is listed on Safe Harbor Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 284613.
