Reeve
Holmquist

Lpl Financial LLC

CRD#7223054
Investment Advisor
in Minneapolis, MN

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About this Advisor

Reeve Holmquist is a financial advisor based in Minneapolis, Minnesota, working with Lpl Financial LLC. Reeve has previously held positions at Lpl Financial LLC, Waddell & Reed, Messerli And Kramer, Mayflower Moving Company, Indiana University At Bloomington (Education), Carl Lamb & Associates, City Of Plymouth - Forestry Department, Target Corporation, and Kilroy's Sports Bar. Reeve has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Reeve is part of Lpl Financial LLC, which operates out of Minneapolis, Minnesota. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2 Carlson Pkwy N, Ste 165
Minneapolis, MN 55447

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

MN Average: $646,059,043
Total Number of Employees

35,841

MN Average: 13
Total Number of Accounts

1,910,545

MN Average: 661
Average Account Size

$242,588

MN Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Reeve Holmquist Work History

2020 - Present (4 years)

Lpl Financial LLC

2020 - 2021 (1 year)

Waddell & Reed

2018 - 2020 (2 years)

Messerli And Kramer

2018 - 2018 (< 1 year)

Carl Lamb & Associates

2017 - 2018 (1 year)

Mayflower Moving Company

2017 - 2018 (1 year)

Kilroy'S Sports Bar

2016 - 2016 (< 1 year)

City Of Plymouth - Forestry Department

2014 - 2018 (4 years)

Indiana University At Bloomington (Education)

2014 - 2016 (2 years)

Target Corporation

Disclosures

Please visit the SEC profile of Reeve Holmquist to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Kyle Hurt
San Diego, CA
Ignacio Guzman
Santa Ana, CA
Frederick Martens
Novato, CA
Meghan Clancy
Hollywood, FL
Christopher Claude
Altamonte Springs, FL
Kedishia Grant
Fort Mill, SC
Tyler Zavala
Peoria, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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