John W. Holmquist

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 06/2025
  Western International Securities, Inc.
  Pasadena, CA
• 06/2025 → Present
  Lpl Financial Llc
  Newport Beach, CA

Previous Registrations

• 2009-11-24 → 2025-06-05
  Western International Securities, Inc.
  Newport Beach, CA
• 2001-01-18 → 2009-11-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seal Beach, CA
  Seal Beach, CA

Other Businesses

1. 06/05/2025- Holmquist Wealth Management, Inc.- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 11/20/2009- 160 Hours Per Month- 160 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2000-12-11

Designations

• Certified Financial Planner