Joanne Holan

MISSIONSQUARE WEALTH MANAGEMENT

SAN JOSE, CA

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CRD#: 2637769

Professional summary

Joanne Holan, CFP®, who also goes by Joanne Danielsen, is a registered financial advisor currently at MISSIONSQUARE WEALTH MANAGEMENT located in San Jose, California.

Joanne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Joanne has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Aliases

Joanne Danielsen

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) - BD

Click below to view Joanne Holan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

March 3, 2026 - Present

MISSIONSQUARE WEALTH MANAGEMENT

CRD#: 23189

SAN JOSE, CA

Current

January 25, 2002 - Present

MISSIONSQUARE WEALTH MANAGEMENT

CRD#: 23189

Murrieta, CA

Past

January 26, 2004 - March 16, 2026

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

SAN JOSE, CA

Past

January 5, 2001 - April 26, 2001

SCUDDER WEISEL CAPITAL, LLC

CRD#: 104088

SAN FRANCISCO, CA

Past

February 4, 1999 - March 25, 1999

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

January 1, 1997 - May 17, 1998

JACK WHITE & COMPANY, INC.

CRD#: 7645

Past

September 17, 1996 - December 9, 1996

PIM FINANCIAL SERVICES, INC.

CRD#: 10547

SAN MARCOS, CA

Past

July 3, 1996 - September 9, 1996

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(1/25/2002)

IAR

California
(3/3/2026)

District of Columbia
(3/1/2023)

Florida
(6/18/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/15/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/27/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/28/1996

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MISSIONSQUARE WEALTH MANAGEMENT

ICMA - RC SERVICES, INC. | MISSIONSQUARE WEALTH MANAGEMENT | MISSIONSQUARE INVESTMENT SERVICES | ICMA-RC SERVICES, LLC

CRD#: 23189 / SEC#: , 8-40268

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240

Mailing Address

777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240

Phone number

(202) 962-4600

Established

Delaware since 12/31/1998

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

211

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Part 2 Brochures

Direct owners and executive officers

Name	Position	CRD#
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION D/B/A MISSIONSQUARE RETIREMENT	MEMBER/OWNER
GANEY, PETER DAVIDSON	MANAGER	2282691
HOGENDORN, SHANNON DANIEL	CHIEF OPERATIONS OFFICER	3221945
HOGENDORN, SHANNON DANIEL	PRESIDENT & PRINCIPAL MANAGER	3221945
RICHARDS, CLIFF LAWRENCE	CHIEF COMPLIANCE OFFICER	2974428
WHITTY, RICHARD PATRICK	TREASURER/FINOP	1988149

Disclosures

Regulatory Event	3
Arbitration	2

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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Joanne Holan

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joanne Holan's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSIONSQUARE WEALTH MANAGEMENT

MISSIONSQUARE RETIREMENT

SCUDDER WEISEL CAPITAL, LLC

WAMU INVESTMENTS, INC.

JACK WHITE & COMPANY, INC.

PIM FINANCIAL SERVICES, INC.

INTERFIRST CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2003

Series 63

Date: 9/27/1995

SIE

Date: 10/1/2018

Series 7

Date: 6/28/1996

FINRA

Current Firm

MISSIONSQUARE WEALTH MANAGEMENT

Contact information

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Disclosures

Red Flags

Company Information

MISSIONSQUARE WEALTH MANAGEMENT

TRUST BUT VERIFY

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