Eric D Tollefson
Investment adviser representative at Sei Investments Management Corp
12 yearsExperience
2 statesRegistered in
$216.4BFirm assets
41 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
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
12 years in the industry.
- Sei Investments Management CorpMar 2026 to now
- Sei InvestmentsMar 2026 to now
- Northwestern Mutual Wealth Management CompanyAug 2025 to Dec 2025
- Northwestern Mutual Investment Services LLCApr 2025 to Dec 2025
- Thomas MeehanApr 2025 to Dec 2025
- Joey MeehanApr 2025 to Apr 2025
- New York LifeOct 2024 to Mar 2025
- UnemployedAug 2024 to Oct 2024
- Frontier Asset ManagementMay 2020 to Aug 2024
- Russell InvestmentsMay 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (ID, PA).
Sei Investments Management Corp
$216.4BAssets managed
112,646Clients
126Advisers
41 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
- 5196607
- Firm CRD
- 105146