Derrick Thomas Holmlund
Investment Adviser Representative at MMA Asset Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Derrick Thomas Holmlund is an investment adviser representative in Minneapolis, MN, currently registered with MMA Asset Management LLC and MMA Securities LLC. They have worked in the securities industry since 2012 and have been registered with 4 firms, including LPL Financial LLC and Northwestern Mutual Investment Services, LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Minnesota.
Registrations & licenses
- Investment adviser:
- Minnesota
- Broker:
6 states and territories
California, Indiana, Minnesota, North Dakota, Oregon, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial, LLCApr 2016 – Oct 2017Minneapolis, MN
- MMA AgencyApr 2017 – no end date reportedMinneapolis, MN
- MMA Securities LLCOct 2017 – no end date reportedMinneapolis, MN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About MMA Asset Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Marsh McLennan Agency offers wealth management, asset management, business insurance, employee health and benefits, retirement and wealth planning, and private client insurance solutions. Wealth management services include one-on-one advisory, personalized investment management, comprehensive financial planning, and protection planning. Business insurance services include analytics and benchmarking, casualty, captives and alternative risk, claims management, and business income and contingent business interruption planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Conshohocken, PA
- SEC file number:
- 801-71975
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Derrick Thomas Holmlund has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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