
James Kolf (CRD# 1015682) is an Investment Advisor Representative working at Eagle Strategies LLC in Madison, WI and has over 36 years of experience in the finance industry.
CRD# 3038887
Perk Planning
Score
103
CRD# 5264456
Fiscal Fitness, LLC
Score
103
CRD# 2369596
Enrich Financial Partners LLC
Score
103
Company Name | Location | Dates | Years |
---|---|---|---|
Eagle Strategies LLC | Madison, WI | Jun 2016 - Current | 1 |
Nylife Securities LLC | Madison, WI | May 2016 - Current | 1 |
New York Life Insurance Company | Madison, WI | May 2016 - Current | 1 |
Metlife | Middleton, WI | Jan 2015 - May 2016 | 1 |
New England Securities | Middleton, WI | Sep 2009 - Jan 2015 | 5 |
Signator Investors/hancock Life | Madison, WI | Sep 1981 - Sep 2009 | 28 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1982 |
S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- WI
-
Total Assets Under Management6,621MILLIONS
-
Total Number of Accounts35,268ACCOUNTS
-
Average Account Value$187,722
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.