Robert L. Holland, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Robert L. Holland, Jr. CFP®

Holland Financial Inc.

355 S. Teller Street, Suite 200
Lakewood, CO 80226-7931
FINANCIAL ADVISOR'S WEBSITE
(303) 231-1017 CONNECT WITH Robert
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General

Robert Holland is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Holland Financial Inc. in Lakewood, CO and the surrounding communities.

Financial Advisor Overview

FINRA Series 7 (General Securities Representative), Series 6 (Investment Company and Variable Contracts Products Representative), Series 63 (Uniform Securities State Law Examination), Series 65 (NASSA Investment Advisors Law Examination)

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Life Transition Planners, Inc., is not affiliated with Kestra IS or Kestra AS. 

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources