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Ethan Van Holland

Advisor at Cetera

Updated today

Location

Sheldon, IA 51201

Credentials

Series 66

Industry experience

7 years

About

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.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$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)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

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

Location

1022 3 Rd Ave, Ste 1

Sheldon, IA 51201

Most active in

Iowa

Work history

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)

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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