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Investment planning for retirement, education or other goals can be confusing and difficult. Working with an investment advisor can help you build a simple investment plan to get you started on a path to achieve your financial goals.

RCSBank is pleased to deliver brokerage and investment advisory services through Detalus Securities, LLC and Detalus Advisors, LLC (“Detalus”).

About Detalus 

Headquartered in St. Louis, Missouri, Detalus includes three closely related companies affiliated by common ownership and shared executive officers and employees. Combined, these companies manage and advise over $20 billion in assets.

Detalus Securities, LLC is a traditional investment brokerage firm and is a member of FINRA and SIPC. Detalus Advisors, LLC is an SEC registered advisory firm. Through these affiliated companies we are able to provide services to individuals, families and businesses. More information can be found at www.detalus.com.

Our Services

Personal Financial Planning

  • College Savings Plans
  • Retirement Planning
  • Traditional IRA
  • Roth IRA
  • Retirement Savings Rollovers

Business Retirement Plans

  • 401(k) Plan
  • Simplified Employee Pension
  • Simple IRA

Products to meet your needs

  • Mutual Funds
  • Stocks
  • 529 Plans
  • Cash Management
  • Bonds and Fixed Income
  • Fixed and Variable Annuities
  • Life Insurance Products

Services

  • Free Portfolio Analysis
  • Business Programs
  • College Funding Programs
  • Estate Planning Strategies

 Meet the Professional 

At Detalus, Jeffrey R. Holley works alongside clients to help identify their financial goals. He conducts and distributes investment research throughout the firm, is a co-manager of the Conservative Equity Strategy, and serves on Detalus’ Investment Committee. In addition to his advisory-based roles, Jeff executes trades, maintains option orders, monitors the overall client allocation process, and writes investment commentary on behalf of the firm. Jeff earned a Bachelor of Science degree in Business Administration from the University of Missouri – Columbia. He holds Series 7 and 66 licenses from FINRA and is currently a Level II candidate in the Chartered Financial Analyst (CFA) program.   

 

 

Jeff Holley

 

 

Jeffrey R. Holley

Financial Advisor

(573) 231-0303

390 N. Veterans Road

Hannibal, MO  63401

 Securities offered through Detalus Securities, LLC – Member FINRA/SIPC

Advisory services offered through Detalus Advisors, LLC

RCSBank is not affiliated with Detalus Securities, LLC or its affiliates.

Not FDIC insured – No Bank Guarantees – May Lose Value

The information in this website is for U.S. residents only and

does not constitute an offer to sell, or a solicitation of an offer to

purchase brokerage services to persons outside of the United States.