Gary
Hollander

Independent Financial Partners

CRD#1095050
Investment Advisor
in Cincinnati, OH

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About this Advisor

Gary Hollander is a certified financial planner based out of Cincinnati, Ohio who has 8 years of industry experience. Hollander is an advisor for Independent Financial Partners. Throughout their career, Hollander has worked at Mutual Service Corporation, Hollander & Associates LLC, Ohio National, Lpl Financial LLC, Independent Financial Partners and Ifp Securities, LLC. Hollander has a Series 63 license, certifying them as a securities broker, and is approved to serve investors in California, Florida, Kansas, Kentucky, Massachusetts, New York, North Carolina, Ohio, Virginia and Washington. Independent Financial Partners is a business operating out of Tampa, FL. The company has offices in 155 locations and a total of 273 people on staff. It manages $9 billion in assets under management across its 34,487 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 85 charitable organizations. Of its 34,487 accounts, just 13% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules depend on which services the firm provides the client. However, fees billed by Independent Financial Partners may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4350 Glendale-Milford Rd Ste 125
Cincinnati, OH 45242

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$8,915,756,449

OH Average: $1,855,561,029
Total Number of Employees

273

OH Average: 62
Total Number of Accounts

34,487

OH Average: 2,474
Average Account Size

$258,525

OH Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gary Hollander Work History

Gary has been registered as a financial advisor for 8 years.*

2019 - Present (5 years)

Ifp Securities, LLC

2015 - Present (9 years)

Independent Financial Partners

1998 - Present (26 years)

Mutual Service Corporation

1989 - Present (35 years)

Ohio National

1976 - Present (48 years)

Hollander & Associates LLC

2009 - 2019 (10 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Hollander to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Financial Partners

Charles Tutt
Edmond, OK
Michael Nielson
Boulder, CO
Peter Gregory
Edmond, OK
Sunnaret Eang
Fort Washington, PA
Andrew Grannis
Cleveland, OH
Gregory Wozniak
Tampa, FL
Matthew Gredys
Clive, IA
Joshua Weinstein
Middletown, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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