Derrick Thomas Holmlund
Investment adviser representative at Mma Asset Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$787.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mma Asset Management LLCOct 2025 to now
- Mma Securities LLCOct 2017 to now
- Mma AgencyApr 2017 to now
- LPL Financial, LLCApr 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MN).
Mma Asset Management LLC
$787.8MAssets managed
301Clients
20Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5991290
- Firm CRD
- 155426