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Jolene Lynelle Holtrop

ALLIANCE INVESTMENT MANAGEMENT, LLC·JENISON, Michigan
Clean recordALLIANCE INVESTMENT MANAGEMENT, LLC
507 BALDWIN ST, JENISON, MI 49428CRD# 7802081Firm CRD# 152012

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jolene Lynelle Holtrop · JENISON, MI
Registration
CRD #7802081 · ALLIANCE INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jolene Lynelle Holtrop is a registered financial advisor based in JENISON, Michigan, affiliated with ALLIANCE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ALLIANCE INVESTMENT MANAGEMENT, LLC
ALLIANCE INVESTMENT MANAGEMENT, LLC
AUM
$163M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ALLIANCE INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7802081
Firm CRD# 152012
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jolene Lynelle Holtrop offer?
Jolene Lynelle Holtrop specializes in Investment Management, Retirement Planning. Contact their office in JENISON, Michigan for a consultation.
What are Jolene Lynelle Holtrop's credentials?
Jolene Lynelle Holtrop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jolene Lynelle Holtrop located?
Jolene Lynelle Holtrop is based in JENISON, Michigan, working with ALLIANCE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the JENISON metropolitan area and surrounding communities.
How does Jolene Lynelle Holtrop charge for services?
Jolene Lynelle Holtrop's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIANCE INVESTMENT MANAGEMENT, LLC?
ALLIANCE INVESTMENT MANAGEMENT, LLC has approximately 5 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALLIANCE INVESTMENT MANAGEMENT, LLC

Thor William Nelson
JENISON, MI
Jacob Lee Holtrop
JENISON, MI
Lori A Nelson
JENISON, MI

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