Holland, MI Central Ave. Office
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Raymond James & Associates
Institution
Firm-wide stats for Raymond James & Associates
About
Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser overseeing roughly $501 billion in assets and supported by a nationwide adviser force. The firm serves a broad client base—individuals (including HNW clients), institutional and pension/profit‑sharing plans, charitable organizations, and state and municipal entities—and offers financial planning, non‑discretionary investment consulting through its Wealth Advisory Services Program, sponsorship of wrap fee advisory programs, and institutional consulting via its Institutional Fiduciary Solutions division.
Advisors at the firm deliver tailored plans based on fact‑finding interviews, risk profiling, and software‑driven analyses (including deterministic and probability modeling), but planning and consulting relationships are generally non‑discretionary with implementation decisions left to the client. RJA and its advisers draw on a range of portfolio management styles and affiliated research and sub‑advisers (equity, fixed income, and alternative strategies), and they supplement advice with firm research and model manager options described in the Brochure.
Noteworthy for a firm of its size, RJA provides municipal advisory services and is affiliated with a municipal advisor while also acting in market‑making and execution roles in municipal and government bonds—an arrangement that is less common among peers. The Brochure also highlights the firm’s SIMPLE IRA Employer Advisory & Consulting Services Program (SIACS), which targets small employers with plan‑level oversight and customizable menus (including American Funds and a QDIA option), and describes the extensive affiliate ecosystem (banks, trust companies, insurance agencies, and in‑house asset managers) and related conflicts that the firm manages through disclosures and supervisory policies.
Based on Raymond James & Associates
Expertise
Based on Raymond James & Associates
Location
150 Central Ave., Suite 200
Holland MI 49423
Advisors at this office
4
Advisors at this office
Ilse S
Series 66
Holland, MI
Raymond James & Associates
Ilse Saewert is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2007. Outside of her advisory role, Saewert serves on the Finance and Investment Committee of the Community Foundation of Holland Zeeland and is a 50% partner in ID Partners LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.
Tracey C
CFP®, Series 63
Holland, MI
Raymond James & Associates
Tracey Clark is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2017. Prior to this, she worked at McLaren Investment Partners and Raymond James Financial Services, and operated Tracey J. Photography LLC from 2015 to 2021. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering a range of services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Eric E
Series 66
Holland, MI
Raymond James & Associates
Eric Emelander is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Raymond James since 2017 and previously spent two years with Robert W. Baird. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.
Daniel K
Series 63, Series 65
Holland, MI
Raymond James & Associates
Daniel Kleinheksel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he is a partner in ID Property Partners, LLC, an LLC formed to hold the lease for his Raymond James office. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
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