Holli A. Howatson
Professional summary
Holli Ann Howatson, who also goes by Holli Ann Lofgren, Holli Lofgren, Holli A Lofgren, is a registered financial advisor currently at WOODLAND WEALTH ADVISORS located in Roy, Washington.
Holli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Holli has worked at 2 firms and has passed the Series 65, Series 2 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Holli Ann Howatson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 12, 2024 - Present
WOODLAND WEALTH ADVISORS
February 16, 2000 - September 15, 2016
HORIZON ASSET MANAGEMENT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/9/2025)
(3/12/2024)
Exams
Series 2
Date: 7/2/1996
Non-Member General Securities ExaminationCurrent Firm
WOODLAND WEALTH ADVISORS
CRD#: 328264 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 7,500,000 |
Red Flags
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