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Glenn H. Holtje

Some features on this profile are disabled
CRD#: 249281
GH

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.

Glenn Henry Holtje, CFP® was a registered financial professional .

Glenn is a previously registered financial professional and started their career in finance in 1971. Glenn had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
1. INVESTMENT & RESOURCE PLANNING, YES, 400 N. Washington Street Suite 202 Falls Church, VA 22046, 1987, 75, 40, CERTIFIED FINANCIAL PLANNER, RESPONSIBLE FOR PROVIDING CLIENTS INVESTMENT AND FINANCIAL PLANNING SERVICES THAT ASSIST CLIENTS IN REACHING THEIR FINANCIAL GOALS. PROVIDE SPECIFIC INVESTMENT RECOMMENDATIONS TO ACCOMPLISH OBJECTIVES 2. INVESTMENT & RESOURCE PLANNING POSITION: Owner - NATURE: Corporation Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 03/15/1987 ADDRESS: 400 N. Washington Street Suite 202 Falls Church, VA 22046, United States DESCRIPTION: Advising clients regarding their insurance needs including life, disability income, annuities, long term care, health and other casualty insurance including home owners & auto. 3. RYAN HOLTJE MEMORIAL FUND FOR MENTORING POSITION: Board Member President - NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/08/2008 ADDRESS: 11393 Yeats Drive, Catlett VA 20119, United States DESCRIPTION: This non-profit fund was established in honor of my deceased son - Ryan, in order to provide funds for mentoring services to children identified by our fund as needing those services. As President, I am responsible for the overall management and direction of this charity.

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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®
CFP®

Certified Financial Planner

Experience

Past

March 12, 1996 - April 20, 2023

INVESTMENT & RESOURCE PLANNING

RIA
CRD#: 117604
FAIRFAX, VA
Past

February 23, 1990 - August 2, 2022

FSC SECURITIES CORPORATION

BD
CRD#: 7461
FALLS CHURCH, VA
Past

November 19, 1989 - February 28, 1990

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

March 14, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

November 17, 1971 - March 24, 1988

DERAND/PENNINGTON/BASS, INC.

BD
CRD#: 4679

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.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/18/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/18/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/1976
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 10/1/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/13/1988
General Securities Principal Examination

Current Firm

I&
INVESTMENT & RESOURCE PLANNING
INVESTMENT & RESOURCE PLANNING | INVESTMENT & RESOURCE PLANNING ASSOCIATES, INC.

CRD#: 117604 / SEC#:

Maryland
Registered Investment Advisory firm - (7/11/1996 Approved)
Virginia
Registered Investment Advisory firm - (2/22/1996 Approved)
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Contact information

Main Address
400 N. Washington Street Suite 202, Falls Church, VA 22046
Mailing Address
Phone number
(703) 890-0410
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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

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Company Information

INVESTMENT & RESOURCE PLANNING

CRD#: 117604

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