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James V

Series 63, Series 65

Bremerton, WA

Lincoln Investment

James Van Hollebeke is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and has also worked at Shelgren Financial Group, Inc. since 2001. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a longstanding focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisor- and firm-managed investment programs, managing approximately $22.9 billion in advisory assets as of December 31, 2025.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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