James Kolf, financial advisor Madison WI
93 score

James Kolf

CRD Number: 1015682
Current Firm: Eagle Strategies LLC

James Kolf (CRD# 1015682) is an Investment Advisor Representative working at Eagle Strategies LLC in Madison, WI and has over 34 years of experience in the finance industry.

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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
Contact Info for James P. Kolf
Phone Number: (888) 695-3245
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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