Stephen Kolaga, financial advisor Denver CO
89 score

Stephen Kolaga

CRD Number: 5352482
Current Firm: Advice And Planning Services

Stephen Kolaga (CRD# 5352482) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Nov 2010 - Current 7
Tiaa Denver, CO Nov 2010 - Current 7
Edward Jones St Louis, MO Jul 2009 - Oct 2010 1
Edward Jones Tempe, AZ May 2007 - Jul 2009 2
Sound Packaging Chandler, AZ Mar 2006 - May 2007 1
Arizona State Universtiy Tempe, AZ Aug 2003 - Dec 2006 3
Arizona Air National Guard Phoenix, AZ Nov 2000 - Nov 2006 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Stephen A. Kolaga
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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