Open Window Financial Solutions, Ltd.

Open Window Financial Solutions, Ltd. (CRD# 131562) is a financial advisory firm headquartered in Reno, NV. They manage $89,202,398 in 198 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $450,517
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

NV

Financial Advisors at Open Window Financial Solutions, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Joseph R. Hollen
CRD#: 4801382
4741 Caughlin Parkway, Suite 3, Reno, NV 89519
96
Wealthminder
score

Joseph Hollen (CRD# 4801382) is an Investment Advisor Representative working at Open Window Financial Solutions, Ltd. in Reno, NV and has over 12 years of experience in the finance industry. Joseph Hollen 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
Eric A. Hollen
CRD#: 6004171
4741 Caughlin Parkway, Suite 3, Reno, NV 89519
93
Wealthminder
score

Eric Hollen (CRD# 6004171) is an Investment Advisor Representative working at Open Window Financial Solutions, Ltd. in Reno, NV and has over 4 years of experience in the finance industry. Eric Hollen 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.

3
Lisa E. Farrier
CRD#: 3262734
4741 Caughlin Parkway, Suite 3, Reno, NV 89519
90
Wealthminder
score

Lisa Farrier (CRD# 3262734) is an Investment Advisor Representative working at Open Window Financial Solutions, Ltd. in Reno, NV and has 1 year of experience in the finance industry. Lisa Farrier 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.

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