Danny Holladay
Danny Holladay is a CFP-designated registered investment advisor at Valmark Advisers, INC., based in Littleton, CO, with 18 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 1 more. Their firm serves 14,890 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valmark Advisers offers investment management through several programs, including Valmark ACCESS and ACCESS Direct.
Valmark ACCESS:
- Fees are calculated as a percentage of your account's assets and are negotiated between you and your advisor, but will not exceed:
- 1.95% annually for accounts less than $1,000,000
- 1.75% annually for accounts between $1,000,001 and $2,000,000
- 1.50% annually for accounts above $2,000,001
- A minimum investment of $50,000 is generally required.
ACCESS Direct:
- This program provides access to third-party managers, fee-based annuities, and fee-based variable life insurance contracts. Fees vary depending on the specific solution chosen.
- American Funds F-2 Direct Program: Fees are 1% of the account value annually.
- Fee-Based Variable Annuity Program: Fees will not exceed 1.5% of the contract's cash value annually.
- Fee-Based Variable Life Insurance Fees: Fees will not exceed 1.5% of the contract's cash value annually.
Select Manager Programs:
- Fees are calculated as a percentage of your account's assets and are negotiated between you and your advisor, but will not exceed:
- 1.95% annually for accounts between $50,000 and $1,000,000
- 1.75% annually for accounts between $1,000,001 and $2,000,000
- 1.50% annually for accounts above $2,000,001
- A minimum investment of $100,000 is generally required.
Location
2679 W Main St, Suite 300-220, Littleton, CO, 80120
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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
Danny is an independent insurance agent servicing dental, group disability income, life, accident, and health insurance since 2012. He is also a 50% owner/partner and Director of Investments at ID Wealth, LLC since 2020, receiving a W2 salary.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Valmark Securities, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations8 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.