Dylan Kolquist
Dylan Kolquist is a registered investment advisor at Cetera Investment Advisers LLC, based in Duluth, MN, with 3 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
202 West Superior St Ste 810, Duluth, MN, 55811
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dylan sells fixed insurance products, including life, health, disability, annuities, and long-term care, as an insurance agent. He also works as a client service associate for AdvisorNet Financial and Sellwood Partners, LLC, and as a financial professional at Centricity Credit Union, dedicating about a quarter of his time to Sellwood Partners and a few hours per week to Centricity Credit Union.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.