DH
CFP
DH
CFP

Derrick Thomas Holmlund

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
303 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$715.2M

Fee Structure

Financial Planning:Investment management only
Annual Retainer:From $10,000/year
Hourly Rate:$250 - $750/hr
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Location

6160 Golden Hills Drive, Minneapolis, MN, 55416

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Derrick is an employee of Marsh & McLennan Agency LLC, conducting non-investment related business activities such as support for its insurance services. These activities are not subject to broker-dealer licensing and registration requirements.

Employment History
Current Registrations
Mma Asset Management LLC
October 2025 - Present · 4 mos
Mma Securities LLC
October 2017 - Present · 8 yrs 4 mos
Mma Securities LLCBroker
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
April 2016 - October 2017 · 1 yr 6 mos
Northwestern Mutual Investment Services, LLCBroker
January 2012 - April 2016 · 4 yrs 3 mos
State Registrations6 states
CAINMNNDORVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.