Jon Holland
Financial Advisor @Pinnacle Planning
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WORK HISTORY
Financial Advisor @Pinnacle Planning
Kansas City, MO, US
I build financial plans for families, individuals and businesses, allowing them to achieve all of their financial goals. This begins by organizing their financial situation, allocating investments to maximize returns within their given circumstances, and protecting them from potential pitfalls that may arise. As a fiduciary it is essential that every decision is done with the clients\' best interest in mind.Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc, Member SIPC. Represented companies are members of the Principal Financial Group®, Des Moines, IA 50392. Jon Holland, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, and Investment Advisor Representative and a member of the Principal® Financial Network. Jon Holland is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or services in any state which the registered representative is not properly licensed. Pinnacle Planning is not an affiliate of any company of the Principal Financial Group®.
EDUCATION
University of Missouri-Columbia
Bachelor of Science (BS)
SKILLS
ABOUT JON HOLLAND
Putting together a plan to help meet your financial objectives doesn’t have to be a chore. I can help you discover how to take greater control of your financial future and develop personal and business strategies to help you work towards your goals – whatever they may be.
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