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Derrick Thomas Holmlund

MMA Securities LLC

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About Derrick Thomas Holmlund

Derrick Holmlund is a financial advisor with MMA Securities LLC. Derrick has been in the industry since January 2012. Derrick holds FINRA Series 6, 7 and 63 licenses. Derrick also holds the SIE license and the Certified Financial Planner designation. Derrick is registered in Minnesota, California, North Dakota, Oregon and Virginia. Prior to joining MMA Securities LLC, Derrick was employed with LPL FINANCIAL LLC. Derrick is also an employee of Marsh & McLennan Agency LLC, an affiliate of MMA Securities LLC.

Firm Information

Derrick Holmlund is currently registered with MMA Securities LLC. MMA Securities LLC is a Limited Liability Company formed in February 1998. The firm, headquartered in New York, NY, provides advisory services to retirement plan participants, including pension consulting, educational seminars, and selection of other advisors. With a focus on retirement services, MMA Securities LLC serves a wide range of clients, including pension and profit-sharing plans, state or municipal government entities, and plan participants. They are registered with the SEC and hold registrations in all 50 states.
MMA Securities LLC

1166 AVENUE OF THE AMERICAS

NEW YORK, NY 10036

Not reported

Assets Under Management

6,149

Total Clients

169

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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advisory services to retirement plan participants

Advisory services to retirement plan participants

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Based on assets under advisement or per capita

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Derrick Holmlund’s Registration & Firm History

MN

10/02/2017 - Present

MMA Securities LLC (Minneapolis MN)

MN

04/26/2016 - 10/02/2017

LPL FINANCIAL LLC (MINNEAPOLIS MN)

MN

01/13/2012 - 04/21/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)

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Licenses & Designations

BC

Issued 02/02/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2014

Series 7 - General Securities Representative Examination

BC

Issued 01/12/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derrick Thomas Holmlund.
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