Derrick Holmlund, financial advisor Minneapolis MN

Derrick Holmlund

CRD Number: 5991290
Current Firm: Mma Securities LLC

Derrick Holmlund (CRD# 5991290) is an Investment Advisor Representative working at Mma Securities LLC in Minneapolis, MN and has over 10 years of experience in the finance industry. Derrick Holmlund 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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Professional Designations
Company Name Location Dates Years
Mma Securities LLC Minneapolis, MN Oct 2017 - Current 4
Mma Agency Minneapolis, MN Apr 2017 - Current 5
Lpl Financial, LLC Minneapolis, MN Apr 2016 - Oct 2017 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Apr 2014 - Apr 2016 2
John Rusciano Edina, MN May 2013 - Apr 2016 2
Northwestern Mutual Investment Services, LLC Edina, MN Oct 2011 - Apr 2016 4
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2011 - May 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
Contact Info for Derrick T. Holmlund
Phone Number: 212-345-5940
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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