Miranda Renee Mumma
Investment adviser representative at Holland Advisory Services, Inc.
12 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$307.7MFirm assets
Are you Miranda Renee Mumma? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Holland Advisory Services, Inc.May 2018 to now
- Holland Financial, Inc.May 2018 to now
- Wells Fargo Bank, N.A.Dec 2014 to May 2018
- Panera Bread CompanyMar 2014 to Dec 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Holland Advisory Services, Inc.
$307.7MAssets managed
527Clients
11Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7179758
- Firm CRD
- 136302