Kirsten Tollefson
Kirsten Tollefson is a registered investment advisor at Tollefson and Company Investment Management LLC, based in Austin, TX, with 22 years of industry experience. Kirsten operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 39 clients with $110M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tollefson and Company Investment Management LLC
Previous Registrations
Tollefson Gustini & CO. Investment Management LLC
State Registrations2 states
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