Ethan
Van Holland
Avantax Advisory Services
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About this Advisor
Ethan Van Holland is a financial advisor based in Coppell, Texas, working with Avantax Advisory Services. Ethan has previously held positions at M&H True Value, P&L Accounting & Tax Service, Llp, Trinity Christian College, Avantax Investment Services, Inc, Mutual Of Omaha Investor Services, Inc, Smith Accounting Services, University Of Iowa, Mutual Of Omaha Insurance Company, Avantax Insurance Services, LLC, Avantax Advisory Services, Pipac Health & Life Insurance Brokerage, and Van Holland Accounting LLC. Ethan has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Ethan is part of Avantax Advisory Services, which operates out of Coppell, Texas. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Ethan Van Holland Work History
Van Holland Accounting LLC
Avantax Investment Services, Inc
Avantax Insurance Services, LLC
Avantax Advisory Services
Pipac Health & Life Insurance Brokerage
Smith Accounting Services
Mutual Of Omaha Investor Services, Inc
Mutual Of Omaha Insurance Company
P&L Accounting & Tax Service, Llp
Avantax Investment Services, Inc
Trinity Christian College
University Of Iowa
M&H True Value
Disclosures
Please visit the SEC profile of Ethan Van Holland 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 Avantax Advisory Services
Irving, TX
San Diego, CA
Lansdale, PA
Johnstown, PA
Schenectady, NY
Lafayette, LA
Mineral Wells, TX
Coppell, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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