Ian Joseph Tollefsen
Investment adviser representative at Consolidated Portfolio Review Corp
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Consolidated Portfolio Review CorpMay 2025 to now
- Paramont Financial Group LLCNov 2020 to now
- Trust Advisory Group LtdJul 2021 to May 2025
- UnemployedJun 2020 to Oct 2020
- Kulch FinancialNov 2016 to Jun 2020
- UnemployedApr 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (NH).
Consolidated Portfolio Review Corp
$1.6BAssets managed
6,228Clients
57Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3082890
- Firm CRD
- 112694