CL
Candise Lisa Holmlund
CRD 1319733
Certified Financial Planner
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Alaethes Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Alaethes Wealth, Llc
Trustee · 75% or more · Nov 2024
-
Alaethes Wealth, Llc
Chief Compliance Officer · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗