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Holly S. Galbrecht

LNW

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About Holly S. Galbrecht

Holly S. Galbrecht is an Investment Advisor Representative at LNW, a firm with a strong track record of providing comprehensive financial advice to individuals and institutions. Holly has over 20 years of experience in the financial services industry, holding Series 7, 63 and 65 licenses. Holly is a Certified Financial Planner™ professional and has a proven ability to develop customized financial plans tailored to meet the unique needs of clients.

Firm Information

Holly Galbrecht is currently registered with LNW. LNW Advisors is an investment advisor registered with the SEC. The firm, headquartered in San Francisco, CA, has 62 employees and manages approximately $7.28 billion in assets. LNW Advisors provides a variety of advisory services, including financial planning, educational seminars, and portfolio management for individuals, pooled investment vehicles, and charitable organizations.
LNW

580 CALIFORNIA ST.

SAN FRANCISCO, CA 94104

$7.28B

Assets Under Management

1

Total Clients

32

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Holly Galbrecht’s Registration & Firm History

CA

04/13/2006 - Present

LNW (SAN FRANCISCO CA)

CA

05/02/2001 - 12/02/2004

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

02/28/2000 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 10/22/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Holly S. Galbrecht.
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