Reeve Allen Holmquist
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCJan 2020 to now
- Waddell & ReedFeb 2020 to Jul 2021
- Messerli and KramerOct 2018 to Feb 2020
- Carl Lamb & AssociatesJan 2018 to Apr 2018
- Kilroy's Sports BarSep 2017 to May 2018
- Mayflower Moving CompanyJun 2017 to Oct 2018
- Indiana University At Bloomington (education)Aug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7223054
- Firm CRD
- 6413