Angie Holthaus, CRPC®
Vice President, Relationship Management
Angie Holthaus is vice president of relationship management for W&S Financial Group Distributors, Inc., an operating unit of IFS Financial Services, Inc. and the wholesale division of Western & Southern Financial Group (Western & Southern), based in Cincinnati. Holthaus leads efforts to support and expand business opportunities with banks, credit unions, savings and loans, and broker-dealers.
Possessing over three decades of experience in financial services, Holthaus joined W&S Financial Group Distributors in 2005 as national accounts director for the broker-dealer channel. She advanced to associate vice president in 2009 and to vice president of national accounts for the broker-dealer channel in 2015. Before joining the company, Holthaus held senior leadership roles in financial services sales, operations and consulting, as well as served as a financial advisor. She previously worked for Edward Jones, Fidelity Investments, Kemper Funds, and DST Systems.
Education and Registrations
- Holthaus majored in accounting at Missouri State University
- She holds FINRA Series 7 and 63 registrations
- Holthaus also holds life and health insurance licenses
- Holthaus is a Chartered Retirement Planning CounselorSM (CRPC)