David Holler
David Holler is a registered investment advisor at Retirement Plan Advisors, LLC, based in Chicago, IL, with 34 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Federal Employees, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 10,031 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee is 2.25% per year. Program fees, trading, custodial, and account service fees may apply in addition to the advisory fee depending on the selected program.
Fee Estimator
Location
29 E. Madison St., Suite 500, Chicago, IL, 60602-3205
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David works as an independent insurance agent for various independent insurance companies, dedicating a few hours per week. He also works as an advisory representative of a Registered Investment Advisor, spending full-time hours in this role.
Employment History
Current Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Reserarch, INC.
Vsr Financial Services, INC.Broker
Nationwide Investment Services CorporationBroker
Peb Financial Group, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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