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Terry Pat Kolkmann

Sowell Management

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About Terry Pat Kolkmann

Terry Kolkmann is an investment advisor representative with Sowell Management. Terry is licensed to provide investment advisory services in Georgia, Oklahoma and Texas. Terry has been in the financial industry for over 30 years and has experience working with individual investors, corporations, pension and profit-sharing plans, and charitable organizations. Terry holds the Series 6, Series 22, Series 63, and Series 65 licenses. Terry is a Chartered Financial Consultant.

Firm Information

Terry Kolkmann is currently registered with Sowell Management. Sowell Management is an independent wealth management firm with a focus on providing customized financial planning and investment management services to individuals, families, and businesses. The firm has a strong track record of success in helping clients achieve their financial goals. Sowell Management is headquartered in NORTH LITTLE ROCK, AR and manages over $3.3 billion in assets for over 13,000 clients.
Sowell Management

5320 NORTHSHORE DRIVE

NORTH LITTLE ROCK, AR 72118

$3.33B

Assets Under Management

Not reported

Total Clients

90

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Terry Kolkmann’s Registration & Firm History

OK

07/03/2019 - Present

Sowell Management (Tulsa OK)

TN

10/30/2017 - 01/07/2019

SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)

OK

01/04/2010 - 11/03/2017

NATIONAL PLANNING CORPORATION (TULSA OK)

OK

11/21/1988 - 01/05/2010

NEW ENGLAND SECURITIES (TULSA OK)

NA

10/03/1988 - 10/25/1988

NEW ENGLAND SECURITIES CORPORATION

NA

03/29/1982 - 10/11/1988

CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.

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Licenses & Designations

IA

Issued 06/10/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/25/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 03/25/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terry Pat Kolkmann.
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