Robert Holland is a CFP-designated registered investment advisor, based in Denver, CO, with 21 years of industry experience.
Location
501 S. Cherry St., Suite 580, Denver, CO, 80246
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
Robert is involved in several business activities, including operating as a DBA for his LPL business, overseeing rental operations for Sognatori, LLC, and managing real estate rentals. He also provides wealth management and investment advisory services for The Ameriflex Group (nearly full-time) and is the owner of Holland Financial Inc., which is licensed for insurance business (full-time).
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Western Wealth Management LLC
LPL Financial LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations7 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.