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David Thomas Holland

Global Wealth Strategies AND Associates, LLC

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About David Thomas Holland

David Holland is a financial professional with over six years of experience in the financial services industry. David is currently registered with Global Wealth Strategies AND Associates, LLC in Colorado. Prior to joining this firm, David was registered with MML Investors Services, LLC in Colorado. David holds a Series 66, Series 7 and SIE licenses and specializes in providing financial planning services. David is a Certified Public Accountant (CPA) and holds a CPA license in Colorado. David also owns and operates Holland Business Consulting, LLC dba Mile High CPAs and Dutch Property Group, LLC. David is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

Firm Information

David Holland is currently registered with Global Wealth Strategies AND Associates, LLC. Global Wealth Strategies AND Associates, LLC is a Denver, CO-based registered investment advisor that provides financial planning, portfolio management, and consulting services to individuals, businesses, and business development companies. The firm manages approximately $290,545,583 in assets for 2,076 clients. They offer services including portfolio management for individuals, financial planning, and pension consulting.
Global Wealth Strategies AND Associates, LLC

3200 CHERRY CREEK SOUTH DRIVE

DENVER, CO 80209

$290.55M

Assets Under Management

2

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Holland’s Registration & Firm History

CO

11/08/2021 - Present

Global Wealth Strategies AND Associates, LLC (DENVER CO)

CO

04/09/2019 - 10/29/2021

MML INVESTORS SERVICES, LLC (Denver CO)

CO

03/12/2015 - 04/20/2017

MML INVESTORS SERVICES, LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 04/23/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Thomas Holland.
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