Rachael Holm CFP, CRPC, APMA, BFA

06/09/2026

Join us tomorrow at 12:30 PM on MS Teams!

Whether you are thinking about buying, selling, or just want to stay informed, this session is for you. Hear from a mortgage broker and realtor as they cover current rates and answer your questions.

RSVP here to save your spot and get the link: https://bit.ly/3RY6UcO

Hope to see you there!

04/22/2026

Your future called—it wants you at ClearCourse! 😉

Apply today by sending your resume to [email protected]

https://bit.ly/4sKR1Db

04/09/2026

I’m honored to share that I’ve been named a 2026 Forbes Best‑in‑State Wealth Advisor, ranking #7 in Ohio, Columbus Area. This recognition is incredibly meaningful, and I’m grateful for the trust my clients place in me every day, the continued support of my team, and the relationships that make this work so rewarding. Thank you to everyone who has been part of this journey.

Learn more about my practice here:
👉 https://bit.ly/4t1twGV

03/13/2026

✨ Celebrating Excellence! ✨

Our team is honored to receive the 2025 Ameriprise Client Experience Award, recognizing our commitment to delivering high‑quality service and personalized guidance. 🌟

Thank you to our clients for the trust that makes achievements like this possible! 🎉

https://bit.ly/4b92bw1

03/06/2026

We are grateful for the incredible people behind our mission. Happy Employee Appreciation Day! 💙

☎️ 614-987-0087
✉️ [email protected]
🌐https://bit.ly/48bf9YH

02/25/2026

02/19/2026

I’m honored to be named to the 2026 Forbes Best-In-State Top Women Wealth Advisors list and ranked #5 in Ohio. 🥂

This recognition reflects the trust my clients place in me and the incredible support of the ClearCourse team. It’s a privilege to help individuals and families navigate their financial futures with confidence and clarity.

Grateful for the opportunity to do work I care deeply about every day. Thank you to my clients and colleagues who make it all possible. 💜

https://www.ameripriseadvisors.com/rachael.c.holm/profile/

We are proud to celebrate Private Wealth Advisor Rachael Holm on being named to the 2026 Forbes Best-In-State Top Women Wealth Advisors list, ranking #5 in Ohio! 🥳

Rachael’s dedication to her clients, thoughtful guidance, and commitment to excellence continue to make a meaningful impact every day. We’re honored to have her as part of the ClearCourse team and to see her leadership recognized at the national level.

Congratulations Rachael, this recognition is well deserved! 👏

https://bit.ly/4kK74i5

02/19/2026

We’re honored to be named to the Forbes’ Best-In-State Wealth Management Teams 2026 list, ranking #15 in the Ohio Private Wealth category! 🏆

This recognition reflects the dedication, collaboration, and care our team brings to every client relationship. Thank you to our clients and community for the trust you place in us, we’re grateful to serve you. 💙

https://bit.ly/4auu2oN

02/05/2026