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About Our Founding Principal
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F. Gregory Holland, RFC®
Managing Partner
866-290-3790
1-800-961-5067
F. Gregory Holland is the Founding Principal of Holland Financial Services LLC. He has been active in the financial industry for 30 years. Mr. Holland serves as Managing Partner of the firm and is responsible for client contact, compliance, and regulatory oversight. He is experienced in providing services to high net-worth individuals, corporate plan sponsors, trusts, endowments, and foundations. Mr. Holland holds a Uniform Investment Adviser Law licensure, and has been a previous securities licensed registrant with several Financial Industry Regulatory Authority and NYSE member firms. Mr. Holland received his formal education from the University of Wisconsin- Madison. He graduated with Academic Accreditations from the Institute of Financial Education in Chicago Illinois, where he was selected as an adjunct instructor from 1995-1997, in recognition of outstanding course work achievement. Mr. Holland is a member of the CFA Institute and the CFA Society of Milwaukee.
Mr. Holland is a Registered Financial Consultant designee, conferred by The Board of the International Association of Registered Financial Consultants. Holland Financial Services LLC is an independent consultant to Gerson Lehrman Group, a New York based investment research firm. Mr. Holland is a current scholar member of the Gerson Lehrman Group Councils, a global network of industry professionals that facilitate educational exchanges between institutional investment firms, legal practitioners and research analysts in selected industries.
Gerson Lehrman Group (GLG) manages the world's leading network of experts. Their services and Web-based software help the world's leading financial services firms, professional service firms, corporations, and nonprofits find, engage, and manage experts. GLG carefully recruits experts and assembles them into global networks-GLG Councils. Mr. Holland is also a contributing author to Financial-Planning and Source Media, Inc., an online community of leading professionals practicing in the areas of finance, taxation and law.
Our Firm
is an independently owned registered investment adviser. Holland Financial Services LLC is an ERISA defined fiduciary, and is a listed firm in the Investment Manager Section of the Standard and Poor's Money Market Directory of Pension funds and their Investment Managers. The firm's specialized practice areas include: The development and implementation of an employer sponsored benefit plan, including assisting plan sponsors in adhering to compliance guidelines outlined in ERISA section 404(c) with respect to their defined contribution pension plans. Through its subsidiary HFS Research, Holland Financial Services LLC renders assistance to public companies in the fulfillment of the regulatory filing and reporting requirements mandated by the U.S. Securities and Exchange Commission. HFS Research is an SEC Registered EDGAR Filing Agent seeking to provide analytical research and compliance, focusing on accuracy and efficiency in order to facilitate shareholder value and provide quality competitive intelligence for our corporate issuer and institutional clients.
Guidance is also provided with the configuration of an investment policy statement for private accounts, trusts, endowments and foundations. Consultancy services include research and money management firm selection for institutional and private investors. Holland Financial Services LLC and its representatives are in compliance with the current registration requirements imposed upon state registered investment advisers. For more information on the registration status of Holland Financial Services LLC please contact the appropriate jurisdictions where the firm maintains its registration. Our brochure and legal disclosure (Form ADV Part 2A and 2B) describing the business operations and fees is available upon request. The firm's investment philopsophy can be found here
View our performance here.
Our Professionals
have extensive experience and knowledge in the services they offer. Communications by the firm with prospective clients shall be conducted by representatives that meet licensure and registration requirements or qualify for an exemption from registration in a state where the prospective client resides. It is our commitment and desire to establish trust and a long lasting relationship with our clients. This commitment has served us well throughout the years. We take pride in knowing that our clients keep returning to us for advice.
