Ethan Van Holland
Advisor at Cetera
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.
Advisor at Cetera
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
Sheldon, IA 51201
Credentials
Series 66
Industry experience
7 years
Ethan Van Holland is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. His work history includes roles at Avantax Advisory Services and multiple accounting and insurance businesses, including ownership of Van Holland Accounting LLC. He is also involved in health, dental, and vision insurance sales through PIPAC Health & Life Insurance Brokerage and provides tax and accounting support through his accounting firms. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors, offering portfolio management, financial planning, and fiduciary services. The firm combines retirement and fiduciary capabilities with a broad advisory platform and employs a range of advisor-managed accounts, model portfolios, and third-party managed solutions.
Based on Cetera
Based on Cetera
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
1022 3 Rd Ave, Ste 1
Sheldon, IA 51201
Iowa
Inuit
2026 - Present (1 year)
Cetera Wealth Services, LLC
2025 - Present (1 year)
Cetera
2025 - Present (1 year)
Van Holland Accounting LLC
2022 - Present (4 years)
PIPAC Health & Life Insurance Brokerage
2020 - Present (6 years)
Avantax Advisory Services
2020 - 2025 (5 years)
Avantax Investment Services, Inc.
2020 - 2025 (5 years)
Avantax Insurance Services, LLC
2020 - 2025 (5 years)
Smith Accounting Services
2019 - Present (7 years)
Mutual of Omaha Investor Services, Inc
2019 - 2019 (1 year)
Mutual of Omaha Insurance Company
2019 - 2019 (1 year)
Avantax Investment Services, Inc.
2017 - 2019 (2 years)
P&L Accounting & Tax Service, LLP
2017 - 2019 (2 years)
Trinity Christian College
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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