Jeffrey KolodjskiCRD Number: 5613736
Current Firm: Great Valley Advisor Group, Inc.
Jeffrey Kolodjski (CRD# 5613736) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 8 years of experience in the finance industry.
Newbridge Wealth Management
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
|Great Valley Advisor Group, Inc.||Mahtomedi, MN||Mar 2014 - Current||3|
|Lpl Financial LLC||Mahtomedi, MN||Apr 2012 - Current||4|
|Union Financial Of Minnesota||Lake Elmo, MN||Apr 2010 - Apr 2012||2|
|Princor Financial Services Corporation||Lake Elmo, MN||Oct 2008 - Apr 2012||3|
|Principal Life Insurance Company||Lake Elmo, MN||Oct 2008 - Apr 2012||3|
|Independent Realty Inc.||Forest Lake, MN||Mar 2004 - Oct 2008||4|
|Aspect Appraisal Services||White Bear Lake, MN||Feb 2001 - Oct 2008||7|
|Risk Managment Alternatives||Eagan, MN||Jan 1998 - Jan 2008||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
Total Assets Under Management520MILLIONS
Total Number of Accounts3,438ACCOUNTS
Average Account Value$151,129
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI
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.