Investment & Resource Planning

Investment & Resource Planning (CRD# 117604) is a financial advisory firm headquartered in Fairfax, VA. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Investment & Resource Planning
Showing 1 - 2 of 2 top financial advisors.
1
Glenn H. Holtje
CRD#: 249281
7921 Jones Branch Dr, Ste 530, Mclean, VA 22102
96
Wealthminder
score

Glenn Holtje (CRD# 249281) is an Investment Advisor Representative working at Investment & Resource Planning in Mclean, VA and has over 31 years of experience in the finance industry. Glenn Holtje has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Deborah M. Marson
CRD#: 3146654
7921 Jones Branch Drive, Suite 530, Mclean, VA 22102
93
Wealthminder
score

Deborah Marson (CRD# 3146654) is an Investment Advisor Representative working at Investment & Resource Planning in Mclean, VA and has over 17 years of experience in the finance industry.

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