Cheryl L. Holland
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.
Cheryl Lynn Holland, who also goes by Cheryl L. Bachman, Cheryl Lynn Bachman, Cheryl Holland, was a registered financial professional .
Cheryl is a previously registered financial professional and started their career in finance in 1992. Cheryl had worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 4, 2012 - December 31, 2024
BMO FAMILY OFFICE, LLC
May 22, 2008 - July 23, 2012
CTC CONSULTING, LLC
June 1, 1996 - May 30, 2008
CTC CONSULTING, INC.
October 22, 1992 - March 28, 1996
R.V. KUHNS AND ASSOCIATES, INC.
Primary Firm SEC Registration
BMO FAMILY OFFICE, LLC
CRD#: 110264 / SEC#: 801-56868
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BMO FAMILY OFFICE, LLC
CRD#: 110264 / SEC#: 801-56868
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,520 |
| AUM (Assets Under Management) | $ 8,129,615,220 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 08/26/2024 | ||
| 09/21/2023 |
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.
