user avatar

Jacob Holland

Advisor at Ameriprise

Updated today

Location

Madisonville, KY 42431

Credentials

Series 63, Series 65

Industry experience

11 years

About

Jacob Holland is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of his advisory role, Holland serves as president of the Madisonville Noon Kiwanis Club and vice president of Habitat for Humanity Pennyrile Region. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides non-discretionary, research-driven recommendations that integrate income sources, Social Security options, and tax-smart withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

17 S Main Street

Madisonville, KY 42431

Most active in

Kentucky

Work history

Ameriprise Financial Services, LLC.

2020 - Present (6 years)

Ameriprise Financial Services Inc

2020 - 2020 (1 year)

Ameriprise

2020 - 2020 (1 year)

U.S. Bancorp Investments, Inc.

2014 - 2020 (6 years)

U.S. Bank

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Seth F

Series 66

Madisonville, KY

OneAscent Financial Services LLC

Seth Franklin is a financial advisor at OneAscent Financial Services LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Private Advisor Group, Franklin Financial Group, LPL Financial, and US Bank. Outside of his role at OneAscent, Franklin is an insurance agent and a registered representative of Purshe Kaplan Sterling Investments, Inc. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Randall F

CFP®, PFS™, Series 63

Madisonville, KY

OneAscent Financial Services LLC

Randall Franklin is a CFP® and PFS™ with 20 years of experience in financial advising and accounting. He is currently with OneAscent Financial Services LLC and Purshe Kaplan Sterling Investments, having previously worked at Private Advisor Group, LLC and LPL Financial. Franklin is also the owner of Franklin Certified Public Accountants, Inc., and serves as treasurer for Immanuel Baptist Church as well as a board member of the KY Society CPA PAC Committee. OneAscent Financial Services LLC manages approximately $2.61 billion through a team of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including asset management, financial planning, ERISA fiduciary services, and tax preparation, utilizing both direct management and third-party managers to implement customized portfolios.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Joseph S

Series 63, Series 66

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Joseph Singer is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 credentials and has 19 years of industry experience. Singer has been with Fifth Third Securities since 2008. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs that include third-party portfolio managers, strategist portfolios, and direct indexing options.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Ryan O

Series 63, Series 65

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Ryan Oberhausen is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Owensboro, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Fifth Third Securities since 2009. Outside of his advisory role, he is a vice president and owner of a rental property business, Candy Cane Properties LLC, located in Santa Claus, IN. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of National Financial Services and Fidelity Institutional Wealth Adviser platforms.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Robert P

CFP®, Series 66

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Robert Pierce is a CFP® and Series 66-licensed financial advisor with 23 years of industry experience. He has been with Fifth Third Securities, Inc. since 2008. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides multiple discretionary managed-account programs, including advisor-directed models and direct indexing options.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Brittany H

Series 63, Series 66

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Brittany Hester is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Wells Fargo Clearing, and Wells Fargo Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and investment options, including direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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