linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacki L Kolkman

Fuse Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacki? Claim Your Profile

About Jacki L Kolkman

Jacki Kolkman is a financial advisor with Fuse Partners, LLC, a registered investment advisor. Jacki has been a financial advisor for over 20 years and has a broad range of experience in the financial services industry. Jacki is licensed to provide investment advice in Minnesota, Montana, Texas, and Wisconsin. Jacki is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Jacki Kolkman is currently registered with Fuse Partners, LLC. Fuse Partners, LLC is an investment advisor headquartered in Dallas, Texas. With 27 licensed agents and 36 investment adviser representatives, the firm manages approximately $903,235,112 in assets for individuals, corporations, pension plans, charitable organizations, and other clients. They offer a range of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
Fuse Partners, LLC

8111 PRESTON ROAD

DALLAS, TX 75225

$903.24M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacki Kolkman’s Registration & Firm History

MN

01/11/2024 - Present

Fuse Partners, LLC (St Louis Park MN)

CT

07/14/2003 - 12/09/2003

ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)

NY

09/10/2002 - 06/05/2003

RBC DAIN RAUSCHER INC. (NEW YORK NY)

MN

03/04/2002 - 08/23/2002

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

TX

11/11/1999 - 02/25/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

Not sure if Jacki L Kolkman is right for you?

Licenses & Designations

IA

Issued 07/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacki L Kolkman.
Not sure if Jacki L Kolkman is right for you?