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 7 years of experience in the finance industry.
Cypress Financial Planning
Newbridge Wealth Management
Dedicated Investment Advisers LLC
|Great Valley Advisor Group, Inc.||Mahtomedi, MN||Mar 2014 - Current||2|
|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
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