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HOLLAND-FINANCIAL-SERVICES-LLC

     
       
    
User TypeAdvisor
Entity NameHOLLAND FINANCIAL SERVICES LLC
Member since10/26/2008
SEC Registration #132554
Minimum Invetsment Required$ 100 K
Assets Under Managment$ 600 K
    

Contact Details

 
    
LocationMilwaukee, Wisconsin
Address207 E. Buffalo Street Suite 501
Postal Code53202
CountryUnited States
Phone(800) 961-4310
Fax(414) 238-2006
Web Sitehttp://www.saversresources.com
    

Summary

    
Holland Financial Services LLC provides accredited and institutional investors with a broad range of choices including asset management strategies, encompassing equities within the large capitalization growth and value areas, as well as fixed income securities. Investment configuration may be structured to have client assets held within separately managed account programs, mutual fund platforms, or sub-advisory agreements, depending on the investment objectives of the client.

Our preference is to use a proportional combination of asset classes based on expected rates of return for each asset class. We also prefer to customize a portfolio based upon overall risk tolerance. Upon identifying an acceptable level of risk tolerance, weightings can then be assigned to each class of assets to find a suitable portfolio with the maximum expected return for a particular risk level.

    

Fee Structure

    
All fees are subject to negotiation based on the nature and scope of the work.  Fees assessed  by the firm may be either retainer or asset based, as outlined within form ADV Part II provided to all clients prior to any engagement of service.
    

Discuss HOLLAND-FINANCIAL-SERVICES-LLC

       
       


       
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Financial Advisors in the area

    
    
    
   
 Name Location  Net Rating 
 Cedarwinds Investment Management L  Milwaukee  WI 1
 HOLLAND FINANCIAL SERVICES LLC  Milwaukee  WI 1
 Network Planning Advisors L.L.C.  Milwaukee  WI 0
 Capital Investment Services of Amer  Milwaukee  WI 0
 M&I Investment Management Corp.  Milwaukee  WI 0
 Geneva Capital Management Ltd  Milwaukee  WI 0
 Cleary Gull Inc.  Milwaukee  WI 0
 Kyle Financial Services  Milwaukee  WI 0
 Baird Venture Partners Management C  Milwaukee  WI 0
 B. C. Ziegler and Company  Milwaukee  WI 0
    
       
       

More Information

Financial advisors use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals. The SEC typically regulates investment advisers that have assets under management in excess of $25,000,000. Investment advisers that do not meet this threshold generally are regulated by the states. The SEC registers IA firms but does not separately register individual representatives of IA firms. The states register IA firms, and many separately register individual investment adviser representatives. Currently, you can only search for IA firms on this website. In the future, this website also will provide the ability to search for individual investment adviser representatives. In 1996 Congress amended the Investment Advisers Act of 1940 to require that the SEC establish a readily accessible electronic process to respond to public inquiries about investment advisers and their disciplinary information. The SEC created this website to satisfy Congress? mandate.

Refer to the following references to for additional information before selecting your Financial Advisor

       
IARD  Investment Adviser Registration Depository  Investment Adviser Registration Depository
Investment Adviser Search  Search for an Investment Adviser Firm  Search for an Investment Adviser Firm
U.S. Department of Labor: Financial Advisors  Bureau of Labor Statistics  Bureau of Labor Statistics: Financial Advisors
FINRA  Financial Industry Regulatory Authority  Financial Industry Regulatory Authority
AAFM  American Academy of Financial Management  American Academy of Financial Management
CFP  Certified Financial Planner Board of Standards  Certified Financial Planner Board of Standards
FPA  Financial Planning Association  Financial Planning Association
       
   
       
       
       

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