Candise Holmlund, CFA, CFP, TEP, financial advisor Del Mar CA
101 score

Candise Holmlund, CFA, CFP, TEP

CRD Number: 1319733
Current Firm: Weatherly Asset Management
Compensation Model: Fee Only

Candise Holmlund (CRD# 1319733) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 31 years of experience in the finance industry.  Candise is a Certified Financial Planner (CFP)® and is a Chartered Financial Analyst (CFA) charter holder, as well as a Trust and Estate Practitioner (TEP), a member of the CFA Institute, the Chartered Financial Analysts Society of San Diego, the Estate Planning Council of San Diego, North County Estate Planning Council, and the Financial Planning Association (FPA). Member of the Society of Trust and Estate Practitioners. Candise has been a panelist on Wealth Planning Forums and also serves as a Subject Matter Expert (SME) for the Certified Financial Planner Board of Standards (CFP Board).

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Professional Designations
Company Name Location Dates Years
Weatherly Asset Management Del Mar, CA Jan 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
Contact Info for Candise L. Holmlund, CFA, CFP, TEP
By the Numbers
  • Total Assets Under Management
    549
    MILLIONS
  • Total Number of Accounts
    1,140
    ACCOUNTS
  • Average Account Value
    $481,965
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

AZ, CA, NY, TX, WA

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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