Eric D Tollefson is an investment adviser representative (IAR) with state registration records since 2006, appearing at 8 firms. Currently registered with SEI INVESTMENTS MANAGEMENT CORP.
| Firm | From | To | Current |
|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | 2026-03-13 | present | Yes |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2025-08-05 | 2025-12-10 | — |
| RUSSELL INVESTMENT MANAGEMENT, LLC | 2014-05-16 | 2020-05-21 | — |
| TD AMERITRADE, INC. | 2012-07-24 | 2013-12-16 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2012-07-24 | 2013-12-16 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-01-03 | 2011-11-15 | — |
| WELLS FARGO INVESTMENTS, LLC | 2009-10-15 | 2011-01-03 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2006-10-20 | 2009-01-21 | — |