# Eric D Tollefson

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SEI INVESTMENTS MANAGEMENT CORP](https://search.stillhousedata.com/firm/105146) | 2026-03-13 | present | Yes |
| [NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/2881) | 2025-08-05 | 2025-12-10 | — |
| [RUSSELL INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/105734) | 2014-05-16 | 2020-05-21 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2012-07-24 | 2013-12-16 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2012-07-24 | 2013-12-16 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2011-01-03 | 2011-11-15 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2009-10-15 | 2011-01-03 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2006-10-20 | 2009-01-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5196607)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5196607.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.