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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

ROBERT LEE HOLLAND

Advisor at THE AMERIFLEX GROUP

Denver, CO

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Search this name across graphsid dfx:ria:e3f394ea-667c-ead2-e29f-ca58541eae4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 7, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE AMERIFLEX GROUP
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 6, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 6, 2005
First registration: Nov 7, 2005
Dual registered: yes, broker-dealer
Other names: Bob Holland
IAPD individual key: 4850990

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE AMERIFLEX GROUP	Bd affiliated wealth	Nov 13, 2024	n/a	yes	Denver, CO	Current employment
WESTERN WEALTH MANAGEMENT LLC	Independent wealth	Nov 4, 2020	Jul 11, 2025	no	Golden, CO	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 19, 2016	Nov 6, 2020	no	LITTLETON, CO	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Mar 24, 2011	Sep 22, 2016	no	Lakewood, CO\|DENVER, CO	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Nov 7, 2005	Mar 28, 2011	no	DENVER, CO\|LAKEWOOD, CO\|DENVER, CO\|LAKEWOOD, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WESTERN WEALTH MANAGEMENT LLC	THE AMERIFLEX GROUP	Jul 11, 2025	Nov 13, 2024	-240	Firm change after gap	RIA to ibd
KESTRA ADVISORY SERVICES, LLC	WESTERN WEALTH MANAGEMENT LLC	Nov 6, 2020	Nov 4, 2020	-2	Firm change	Ibd to RIA
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 19, 2016	-156	Bulk transfer	Other
INVEST FINANCIAL CORPORATION	NFP ADVISOR SERVICES, LLC	Mar 28, 2011	Mar 24, 2011	-4	Firm change	Other

Relationships

Registered with (5)

→ THE AMERIFLEX GROUPRegistered adviserregistration: current employment
Nov 13, 2024 to presentfactForm ADV
→ WESTERN WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Nov 4, 2020 to Jul 11, 2025factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 19, 2016 to Nov 6, 2020factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Mar 24, 2011 to Sep 22, 2016factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Nov 7, 2005 to Mar 28, 2011factForm ADV

Dated events

Occurred
Jul 11, 2025
Advisor changed firm
Robert Lee Holland left Western Wealth Management Llc for The Ameriflex Group (registered 2024-11-13)
Form ADVobserved 5 days ago