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Holli Ann Howatson

Woodland Wealth Advisors

Roy, WA

CRD 2739272

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Employer firm

Woodland Wealth Advisors CRD 328264

$10.3M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Woodland Wealth Advisors

Roy, WA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-08
WA RA APPROVED 2024-03-12
  • TX RA
    APPROVED_RES
    Since 2025-04-08
  • WA RA
    APPROVED
    Since 2024-03-12

Branch Locations

Roy, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Howatson, Llc Dba Woodland Wealth Advisors Roy WA 12/2023 Present
Retired Roy WA 05/2021 12/2023
The Olympia Yacht Club Olympia WA 01/2020 05/2021
Retired Roy WA 08/2016 12/2019
  • 12/2023 → Present
    Howatson, Llc Dba Woodland Wealth Advisors
    Roy, WA
  • 05/2021 → 12/2023
    Retired
    Roy, WA
  • 01/2020 → 05/2021
    The Olympia Yacht Club
    Olympia, WA
  • 08/2016 → 12/2019
    Retired
    Roy, WA
Previous Registrations
  • 2000-02-16 → 2016-09-15
    Horizon Asset Management
    San Diego, CA
    Edmonds, WA
    Henderson, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-26
  • S65 Uniform Investment Adviser Law Examination
    2023-10-26
Other Names
  • Holli Lofgren
  • Holli Ann Lofgren
  • Holli A Lofgren

View on SEC IAPD

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