SH
CFP
SH
CFP

Sebastian Holmqvist

10 Years of Experience
Mill Creek, WA
Broker

Sebastian Holmqvist is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mill Creek, WA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

15130 Main St, Suite 200, Mill Creek, WA, 98012

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Sebastian is an officer and president of Holmqvist Wealth Management, a DBA for financial advice and management. This takes about half of Sebastian's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2024 - Present · 2 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Edward Jones
April 2015 - January 2024 · 8 yrs 9 mos
Edward JonesBroker
March 2015 - January 2024 · 8 yrs 10 mos
State Registrations24 states
AKARAZCACOFLHIIDILMAMTNCNJNMNVNYORPARITXVAVTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sebastian Holmqvist - Financial Advisor | TrueAdvisor