Daniel Holl
Daniel Holl is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Green Bay, WI, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2945 Shawano Avenue, Green Bay, WI, 54313
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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
Daniel is a partner in 2945 Shawano Ave. LLC, a rental real estate business, dedicating minimal time to property maintenance. He is also an officer and owner of Holl Financial Services S.C. and an agent for non-variable insurance, spending a few hours per week maintaining existing health insurance plans and the business itself.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
State Registrations23 states
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