Jeffrey Tolksdorf
Investment adviser representative at Nisa Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$343.9BFirm 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 assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Nisa Investment Advisors, LLCJan 2026 to now
- Northwestern Mutual Wealth Management CompanySep 2023 to now
- Northwestern Mutual Investment Services LLCJul 2023 to now
- Northwestern Mutual Life Insurance CompanyJul 2023 to now
- UnemployedAug 2019 to Jul 2023
- Wells Fargo AdvisorsFeb 2018 to Aug 2019
- Nh Scheppers Distributing CoOct 2014 to Apr 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MO).
Nisa Investment Advisors, LLC
$343.9BAssets managed
440Clients
82Advisers
32 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
- 6940324
- Firm CRD
- 107313