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.
Credentials
Series 63, Series 65
Experience Industry experience
11 years
Location
Madisonville, KY 42431
Ameriprise
Institution
Jacob Holland is a financial advisor with Ameriprise Financial Services, LLC in Madisonville, KY, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at U.S. Bancorp Investments, INC. from 2014 to 2020. 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 Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.
Based on Ameriprise
Based on Ameriprise
$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%
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.
Madisonville, KY S Main Street
17 S Main Street
Madisonville KY 42431
Advisors at this office
1
Kentucky
11 years of industry experience
Ameriprise Financial Services, LLC.
2020 - Present • 6 years
Madisonville, KY
Ameriprise Financial Services Inc
2020 - 2020 • 1 year
Madisonville, KY
Ameriprise Financial Services, LLC
2020 - 2020 • 1 year
Madisonville, KY
U.S. Bancorp Investments, INC.
2014 - 2020 • 6 years
Hopkinsville, KY
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.
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.
Is not active or affiliated with:
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.
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 a Series 66 designation and has worked at Private Advisor Group, Franklin Financial Group, LPL Financial, and US Bank. He is also an insurance agent and a registered representative of Purshe Kaplan Sterling Investments, Inc. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers a range of asset management, financial planning, and consulting services through both advisor-led and model-based platforms, including tax-overlay and outsourced CIO services.
CFP®, PFS™, Series 63
Madisonville, KY
OneAscent Financial Services LLC
Randall Franklin is a CFP® and PFS™ with 20 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at Purshe Kaplan Sterling Investments, Private Advisor Group, LPL Financial, and Franklin Certified Public Accountants, Inc. He serves as treasurer for Immanuel Baptist Church and is a board member of the KY Society CPA PAC Committee. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers asset management, financial planning, and consulting services, utilizing customized asset allocations and a range of platforms including model-based and Unified Managed Account solutions.
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.
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.
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.
Series 66, Series 63
Madisonville, KY
FIFTH THIRD SECURITIES, Inc.
Brittany Underwood is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including U.S. Bancorp Investments, Inc. and Wells Fargo Clearing. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering access to multiple managed account programs via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a range of portfolio management options and affiliated entities.
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