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Ethan Van Holland

Advisor at Cetera — Sheldon, IA 3rd Ave

Updated today

Credentials

Series 66

Experience

7 years

Location

Sheldon, IA 51201

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,123 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Ethan Van Holland is a financial advisor with Cetera, holding a Series 66 credential and seven years of industry experience. He has worked with firms including Avantax and Mutual of Omaha and owns Van Holland Accounting LLC, where he provides tax and bookkeeping services. Additionally, he is an insurance agent selling health, dental, and vision insurance through PIPAC Health & Life Insurance Brokerage. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios under various program structures.

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) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Sheldon, IA 3rd Ave

1022 3rd Ave, Ste 1

Sheldon IA 51201

Advisors at this office

1

Most active in

Iowa

Work history

7 years of industry experience

Inuit

2026 - Present • 1 year

Sheldon, IA

Cetera Wealth Services, LLC

2025 - Present • 1 year

Sheldon, IA

Cetera

2025 - Present • 1 year

Schaumburg, IL

Van Holland Accounting LLC

2022 - Present • 4 years

Sheldon, IA

PIPAC Health & Life Insurance Brokerage

2020 - Present • 6 years

Cedar Falls, IA

Avantax Advisory Services

2020 - 2025 • 5 years

Iowa City, IA

Avantax Investment Services, Inc.

2020 - 2025 • 5 years

Iowa City, IA

Avantax Insurance Services, LLC

2020 - 2025 • 5 years

Iowa City, IA

Smith Accounting Services

2019 - Present • 7 years

Iowa City, IA

Mutual of Omaha Investor Services, Inc

2019 - 2019 • 1 year

Iowa City, IA

Mutual of Omaha Insurance Company

2019 - 2019 • 1 year

Iowa City, IA

Avantax Investment Services, Inc.

2017 - 2019 • 2 years

Oak Forest, IL

P&L Accounting & Tax Service, LLP

2017 - 2019 • 2 years

Oak Forest, IL

Trinity Christian College

2016 - 2018 • 2 years

Palos Heights, IL

Disclosures

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

Business activities & affiliations

user avatar

Randy I

CFP®, ChFC®, Series 63, Series 65

Orange City, IA

Compass Lighthouse Capital, LLC

Randy Immeker is a financial advisor with Compass Lighthouse Capital, LLC and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked at Compass Lighthouse Capital since 2019 and Northwest Wealth Management since 2010. In addition to his advisory role, he is also licensed as a health insurance agent. Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high-net-worth clients, specializing in discretionary portfolio management and access to model portfolios managed by third-party sub-advisers. The firm’s investment approach includes rigorous selection and ongoing monitoring of sub-advisers based on quantitative and qualitative criteria, with clients selecting risk categories aligned to model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Christopher I

Series 63, Series 65, Series 66

Orange City, IA

Compass Lighthouse Capital, LLC

Christopher Immeker is a financial advisor with Compass Lighthouse Capital, LLC in Orange City, Iowa, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Cetera and its affiliated entities since 2013 while leading Compass Lighthouse Capital since 2020. He serves as a board member for Orange City Area Health System and is involved in financial services through ISB Wealth Management and fixed insurance sales. Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on discretionary portfolio management and third-party model portfolios. The firm emphasizes careful selection and monitoring of sub-advisers using quantitative and qualitative criteria and operates under a bank holding company's ownership with a unique fee and compensation structure.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jeremy V

Series 66

Orange City, IA

SPC

Jeremy Van Beek is a financial advisor with SPC in Orange City, IA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Parkland Securities LLC, Cornerstone Financial Advisors, and Dordt University. Outside of advising, he serves as a church elder at Living Water Community Church and is a commissioned notary public in Iowa. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs such as the SIGMA Managed Account and the Axis Platform.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Benjamin H

Series 63, Series 65

Orange City, IA

Eagle Strategies (NY Life)

Benjamin Hulstein is a financial advisor with Eagle Strategies (NY Life) based in Orange City, Iowa. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including over 25 years with New York Life Insurance Company. He serves as a board member and president of the Stewarts Landing Condo Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and institutional plan sponsors. The firm offers a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Christopher S

Series 63, Series 66

Orange City, IA

Eagle Strategies (NY Life)

Christopher Saras is a financial advisor with Eagle Strategies (NY Life) based in Orange City, Iowa, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has worked with firms including Capital Edge Insurance & Financial Services and The Pathway Financial Group, and serves on the board of the Fellowship of Christian Athletes in Northwest Iowa. Saras is also involved with several nonprofit boards focused on athletics and education. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Adam B

Series 63, Series 65

Orange City, IA

Eagle Strategies (NY Life)

Adam Buss is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 credentials. He has six years of industry experience, including prior roles at CNA Surety. Outside of his advisory work, Buss owns a woodshop hobby business where he creates wood signs, and he serves as a board member for the Brandon Community Foundation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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