Advisor at Advisory Services Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Eagle River, AK 99577
Credentials
Series 65
Industry experience
7 years
Shannon Van Holstyn is a Series 65 registered advisor with Advisory Services Network, bringing seven years of industry experience. Prior to joining Advisory Services Network in 2018, Shannon worked at Wells Fargo Advisors, Mesquite Gaming, and Nickle Construction, Inc. He is based in Eagle River, Alaska. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets.
Based on Advisory Services Network
Based on Advisory Services Network
Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.
$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
IARs may receive commissions from securities transactions, insurance product sales, and futures/commodities transactions in their separate capacities as broker-dealer registered representatives or insurance agents.
Financial planning and investment consulting hourly fees range from $150 to $400 per hour.
Monthly subscription fee-based advice service ranging from $35 to $250 per month.
Account minimum: $25,000 Fee-only: Portfolio management fees charged on a tiered or floating flat schedule, negotiable; Financial planning fees charged hourly ($150 - $400/hour) or fixed fee ($1,000 - $40,000 per plan); Investment consulting fees charged hourly ($150 - $400/hour), fixed fee ($1,000 - $40,000 per service), or monthly subscription fee ($35 - $250 per month); Retirement plan consulting fees charged as fixed fee or asset-based up to 1.50% annually.
10928 Eagle River Rd Ste 100, Eagle Center
Eagle River, AK 99577
Alaska
Advisory Services Network
2018 - Present (8 years)
Wells Fargo Advisors
2017 - 2018 (1 year)
Mesquite Gaming
2017 - 2017 (1 year)
Nickle Construction, Inc.
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Eagle River, AK
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Series 63, Series 65
Eagle River, AK
Advisory Services Network
David Vanholstyn is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.
Series 66
Eagle River, AK
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Kenneth Mc Kenzie is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities and Edward Jones. Outside of his advisory role, he is involved in insurance sales through Magellan Financial. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm employs model portfolio allocations and third-party sub-advisers, operating through a large network of affiliated offices and representatives.
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Eagle River, AK
Foundations Investment Advisors LLC
David Kutcher is a financial advisor at Foundations Investment Advisors LLC with over 30 years of experience in the industry. He holds Series 63 and Series 65 licenses and has been associated with DAK Financial since 1993. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, retirement plans, and businesses. The firm manages portfolios through model allocations and third-party sub-advisers, offering both discretionary and non-discretionary management across a large network of affiliated offices.
Series 63, Series 65
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David Rupp is a financial advisor with Eagle Strategies (New York Life) in Chugiak, Alaska, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with Eagle Strategies since 2016 and has been affiliated with New York Life and Nylife Securities Inc. since 2004. In addition to his advisory roles, he operates Rupp Financial, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions, utilizing third-party managers and model portfolios, and combines advisory services with affiliated insurance and broker-dealer capabilities as an indirect subsidiary of New York Life.
ChFC®, Series 66
Eagle River, AK
First Command Advisory Services
Erik Bruce is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. Bruce has been with First Command and its affiliated entities since 2014. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services engagement.
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