John E. Bleuel

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CRD#: 1594544

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Edward Bleuel, who also goes by John Edward Bleul, John Edward Blevel, John Edward Bluel, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2000. John had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

John Edward Bleul | John Edward Blevel | John Edward Bluel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 22, 2020 - April 1, 2020

HOLLAND ADVISORY SERVICES, INC.

RIA

CRD#: 136302

ORMOND BEACH, FL

Past

November 5, 2018 - December 13, 2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

DAYTONA BEACH, FL

Past

October 4, 2018 - December 13, 2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

DAYTONA BEACH, FL

Past

July 13, 2007 - July 10, 2018

NATIONAL FINANCIAL SERVICES LLC

CRD#: 13041

SMITHFIELD, RI

Past

February 16, 2006 - June 29, 2007

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

November 14, 2000 - July 27, 2005

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HOLLAND ADVISORY SERVICES, INC.

CRD#: 136302 / SEC#: 801-110617

RIA

Registered Investment Advisory firm - (6/12/2017 Approved)

Florida

Registered Investment Advisory firm - (6/27/2017 Terminated)

Michigan

Registered Investment Advisory firm - (5/9/2013 Terminated)

Texas

Registered Investment Advisory firm - (6/27/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/1/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/29/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/10/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/23/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/7/2004

General Securities Sales Supervisor - Options Module Examination

Current Firm

HOLLAND ADVISORY SERVICES, INC.

CRD#: 136302 / SEC#: 801-110617

RIA

Registered Investment Advisory firm - (6/12/2017 Approved)

Florida

Registered Investment Advisory firm - (6/27/2017 Terminated)

Michigan

Registered Investment Advisory firm - (5/9/2013 Terminated)

Texas

Registered Investment Advisory firm - (6/27/2017 Terminated)

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Contact information

Main Address

700 West Granada Boulevard, Ormond Beach, FL 32174-9036

Mailing Address

Phone number

(386) 671-7526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (6/18/2025)

Regulatory assets under management

Total Number of Accounts	1,024
AUM (Assets Under Management)	$ 263,528,675

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/24/2025	Cover Page	Report
03/04/2024	Cover Page	Report
09/22/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John E. Bleuel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

NATIONAL FINANCIAL SERVICES LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

HOLLAND ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2018

Series 63

Date: 11/29/2000

SIE

Date: 7/10/2018

Series 7

Date: 11/13/2000

Series 10

Date: 7/23/2004

Series 9

Date: 5/7/2004

Current Firm

HOLLAND ADVISORY SERVICES, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HOLLAND ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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