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Kirsten Nmn Tollefson

Chief Executive Officer, Chief Compliance Officer, Chief Portfolio ManagerTollefson and Company Investment Management LLCCRD 2038905

About Kirsten Nmn Tollefson

Kirsten Nmn Tollefson is listed as Chief Executive Officer, Chief Compliance Officer, Chief Portfolio Manager at Tollefson and Company Investment Management LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Tollefson and Company Investment Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kirsten Nmn Tollefson work?

Kirsten Nmn Tollefson is listed as Chief Executive Officer, Chief Compliance Officer, Chief Portfolio Manager at Tollefson and Company Investment Management LLC on SEC Form ADV.

How much of Tollefson and Company Investment Management LLC does Kirsten Nmn Tollefson own?

Form ADV reports a beneficial ownership band of Over 75%.

Tollefson and Company Investment Management LLC

TitleChief Executive Officer, Chief Compliance Officer, Chief Portfolio Manager
OwnershipOver 75%
Control personYes
Since2010
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