James Kolf (CRD# 1015682) is an Investment Advisor Representative working at Eagle Strategies LLC in Madison, WI and has over 35 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
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Total Assets Under Management5,154MILLIONS
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Total Number of Accounts29,837ACCOUNTS
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Average Account Value$172,747
- 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
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