Jeffrey
Tolsma
Tolsma Investments, LLC
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About this Advisor
Jeffrey Tolsma is a financial advisor operating out of Bellevue, Washington, who has 6 years of relevant experience. Tolsma is on the advisory team at Tolsma Investments, LLC. Throughout their career, they have worked at Fidelity Investments and Tolsma Investments, LLC. Tolsma maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to advise clients in Washington. Tolsma Investments, LLC is a financial advisory business operating in Bellevue, Washington. It has $318 million in assets under management among its 932 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 932 accounts, 76% are held by high-net-worth clients who have more than $1 million in investable assets. Tolsma Investments, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advisory services are based on which service is offered. However, fees billed by Tolsma Investments, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tolsma Investments, LLC Brokerage Details
$318,067,786
1
932
$341,274
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jeffrey Tolsma Work History
Jeffrey has been registered as a financial advisor for 6 years.*
Tolsma Investments, LLC
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Tolsma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tolsma Investments, LLC
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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