National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Robert DeHollander

DeHollander & Janse Financial Group

3515 Pelham Road, Suite 100

Greenville, SC 29615
(864) 7700220

Put your trust in us for your asset management needs

About DeHollander & Janse Financial Group

We've been helping individuals, families, and corporations in the upstate of South Carolina for more than 20 years. With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated plan that's right for you.

General Information

Firm Start Year

1999

No.of Employees

5-9

CRD#

3130256

Firm CRD#

3130256

States Licensed in

GA, IL, NC, NJ, NY, SC, TX, and VA

Years of Experience in Financial Services

21

Number of Years with Current Firm

20

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF), Chartered Retirement Planning Counselor (CRPC®)

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Disability, Long Term Care, Variable Annuity, Annuity, Life, Variable Life

Financial Organization Memberships

Financial Planning Association (FPA), Financial Services Institute (FSI)

Non-Financial Organization Memberships

Fellowship Greenville

Firm Information

Firm's Number of Clients

360

Firm's Number of Managed Clients

290

Assets Managed by Firm

$155 mm

Assets Managed by Advisor

$90 mm

Education

Bachelor of Arts - Chemistry

University of Colorado
- 1988

Masters of Science - Environmental Systems Engineering

Clemson University
- 1992

Disclosures

Disclaimer

This communication strictly intended for individuals residing in the states of GA, IL, NC, NJ, NY, SC, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA (www.FINRA.org), SIPC (www.SIPC.org), a Registered Investment Advisor.