Unclaimed Profile

Holli Ann Lofgren

HORIZON ASSET MANAGEMENT, LLC·BELLEVUE, Washington

Series 2, Series 24, Series 65Clean record26 years registeredHORIZON ASSET MANAGEMENT, LLC

11120 NE 2ND STREET, BELLEVUE, WA 98004CRD# 2739272Firm CRD# 109613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Holli Ann Lofgren · BELLEVUE, WA

Registration

CRD #2739272 · HORIZON ASSET MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

WOODLAND WEALTH ADVISORS

Mar 2024 – present

HORIZON ASSET MANAGEMENT

Feb 2000 – Sep 2016

ROY, WA

Registrations & Exams

FINRA examinations passed

Series 2

Series 24

Series 65

Registration record

First registered · February 16, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HORIZON ASSET MANAGEMENT, LLC

CRD 109613 · SEC 801-57461

AUM

$74M

Regulatory assets under management

Employees

142 client accounts

Services offered by HORIZON ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HORIZON ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Holli Ann Lofgren offer?

Holli Ann Lofgren specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Holli Ann Lofgren's credentials?

Holli Ann Lofgren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Holli Ann Lofgren located?

Holli Ann Lofgren is based in BELLEVUE, Washington, working with HORIZON ASSET MANAGEMENT, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Holli Ann Lofgren charge for services?

Holli Ann Lofgren's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HORIZON ASSET MANAGEMENT, LLC?

HORIZON ASSET MANAGEMENT, LLC has approximately 1 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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