Michael Holly has been an investment adviser representative at Harding Financial Group since February 2025, and is not listed among the firm’s executive officers or direct owners. Michael Holly holds a Bachelor of Psychology from The Ohio State University.
Harding Financial Group, LLC is a Westerville, OH firm with $160M under management, 97 clients and 3 advisers in one office, as of its June 2026 filing.
Michael Holly is Associate Financial Advisor of Harding Financial Group. His primary role is the development of wealth plans for clients, and he led the revitalization of the firm's "Four Seasons Formula" financial planning process. His career in financial services began in 2017 at Nationwide Financial, where he assisted financial advisors in developing retirement income solutions for their clients.
- Harding Financial GroupCurrent– present · 1 yearWesterville, OH · Adviser representative · Firm CRD 135731
Professional designations
Listed by Harding Financial Group
- CFP®
- Associate, Life and Health Claims (ALHC)
Investment adviser representative registrations
Michael Holly is registered as an investment adviser representative in 2 states. The first approvals date from February 2025; the most recent is Ohio, in March 2025.
- OhioSince 3 March 2025
- TexasSince 28 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 14 January 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 July 2018 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael William Holly
- CRD
- 6981734
- Firm
- Harding Financial Group · CRD 135731
- Office
- 608 OFFICE PARKWAY SUITE A, Westerville, OH 43082
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hardingfinancialgroup.com
Where does Michael Holly work?
Michael Holly is an investment adviser representative registered through Harding Financial Group, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Michael Holly a financial advisor?
Yes. Michael Holly has a current investment-adviser registration in Ohio and Texas, through Harding Financial Group since February 2025.
How many years of experience does Michael Holly have?
Michael Holly has 5 years in the financial industry, since March 2021, across 1 adviser firm.
What exams has Michael Holly passed?
Michael Holly has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in July 2018. FINRA credited Michael Holly with the SIE, which began in October 2018.
Where is Michael Holly based?
Michael Holly’s registered office is in Westerville, OH.
Is Michael Holly registered with FINRA?
No. Michael Holly has no current broker registration.
Is Michael Holly a CFP?
Harding Financial Group lists Michael Holly with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Michael Holly, CFP®, ALHC biography, hardingfinancialgroup.com
How can I verify Michael Holly’s record?
Search CRD 6981734 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Holly’s full registration record.
