KN
Kirsten Nmn Tollefson
CRD 2038905
Firms
| Firm | Role | As of |
|---|---|---|
| Tollefson And Company Investment Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Tollefson And Company Investment Management Llc
Chief Executive Officer, Chief Compliance Officer, Chief Portfolio Manager · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗