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James V

Series 63, Series 65

Bremerton, WA

Capital Analysts

James Van Hollebeke is a financial advisor at Capital Analysts with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 2009, following eight years at Shelgren Financial Group, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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