Oliver Kollofski (CRD# 5275274) is an Investment Advisor Representative working at Sweet Financial Partners, LLC in Fairmont, MN and has over 17 years of experience in the finance industry.
CRD# 6384533
Thrivent Investment Management Inc.
CRD# 6778058
Edward Jones
CRD# 3173557
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sweet Financial Partners, LLC | Fairmont, MN | Nov 2021 - Current | 2 |
| Raymond James Financial Services Advisors, Inc. | Fairmont, MN | Dec 2013 - Nov 2021 | 7 |
| Raymond James Financial Services | Fairmont, MN | Dec 2007 - Nov 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2007 |
- MN
-
Total Assets Under Management779MILLIONS
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Total Number of Accounts3,326ACCOUNTS
-
Average Account Value$234,262
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NE, NY, PA, SD, TX, WA, WI
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