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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Holler is a financial advisor with over 30 years of experience. David is currently registered with Retirement Plan Advisors, LLC, and is licensed in Illinois and Indiana. David has a broad range of experience in the financial services industry, including providing financial planning, portfolio management, and investment advice. He has a strong background in working with both individuals and institutions. David has a diverse client base that includes high-net-worth individuals, families, businesses, and retirement plans. David works hard to understand his clients' goals and to create personalized financial plans that meet their specific needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
01/31/2003 - Present
Retirement Plan Advisors, LLC (CHICAGO IL)
KS
01/22/2001 - 03/07/2002
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
OH
09/30/1998 - 01/23/2001
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IL
04/10/1992 - 09/18/1998
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
IA
Issued 04/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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