Osaic Wealth
43yrs
Top advisor by experience in Bingham Farms
22yrs
Todd Holquist has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Bingham Farms, Michigan. After three years at Northwestern Mutual Investment Services and two years at J.P. Morgan Securities, Todd joined LPL Financial in 2012, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 53 advisors with offices in Bingham Farms, and one of 48 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 68% of advisors in Bingham Farms
Office24255 W 13 Mile Rd Suite 290, Bingham Farms, MI 48025
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowLPL Financial LLCCurrent firm
- 2010 – 2012Northwestern Mutual Investment Services, LLCPreviously
- Sep 2006 – Jul 2008J.P. Morgan Securities Inc.Previously
- Jan 2005 – Sep 2006Banc One Securities CorporationPreviously
Contact Todd
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Todd. 24255 W 13 Mile Rd Suite 290Bingham Farms, MI 48025Office · Get directions Facebook pageLPL Financial
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Questions to ask Todd
Tailored to Todd’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call LPL Financial at (704) 733-3300 and ask for Todd Holquist. Todd works from the Bingham Farms, MI office.
How long has Todd been a financial advisor?
Todd has been in the industry since 2004, about 22 years. More experience than 68% of advisors in Bingham Farms.
What licenses does Todd hold?
Series 66. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Todd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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