Greer Thomas Kollman
Investment adviser representative at Victory Financial
13 yearsExperience
1 stateRegistered in
$1.3BFirm assets
3 yearsFirm in business
Are you Greer Thomas Kollman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Victory FinancialFeb 2026 to now
- Victory Financial GroupFeb 2026 to now
- Cdm Sports ManagementJul 2025 to Jan 2026
- Equitable Advisors, LLCAug 2023 to Jul 2025
- UpsNov 2021 to Nov 2021
- WalmartJun 2021 to Jul 2021
- Wyzant IncApr 2021 to Aug 2023
- Doordash IncJun 2020 to Aug 2023
- Amazon.com IncMar 2020 to Jul 2020
- Augsburg UniversityAug 2019 to Mar 2020
- Randstand Us. LLCJul 2019 to Aug 2019
- Help From a FriendMay 2019 to Jul 2019
- UnemployedAug 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (KS).
Victory Financial
Legal name: Victory Financial Group LLC
$1.3BAssets managed
3,003Clients
56Advisers
3 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
- 7798377
- Firm CRD
- 324943