TrueAdvisor
TrueAdvisor
IT
CFP
IT
CFP

Ian Joseph Tollefsen

Consolidated Portfolio Review CORP
21 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Consolidated Portfolio Review CORP
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
4,821 clients
Average Client Portfolio
$269K average
Assets Under Management
$1.3B

Fee Structure

Minimum Annual Fee:$90

Location

230 Amherst Street, Nashua, NH, 03063

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Consolidated Portfolio Review CORP
May 2025 - Present · 9 mos
Previous Registrations
Trust Advisory Group LTD
July 2021 - May 2025 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - May 2016 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - May 2016 · 1 yr 4 mos
Tfs Advisory Services
September 2014 - December 2014 · 3 mos
Tfs Securities, INC.Broker
September 2014 - December 2014 · 3 mos
New England Securities Corporation
September 2008 - August 2014 · 5 yrs 11 mos
Metlife Securities INC.
September 2008 - August 2014 · 5 yrs 11 mos
Walnut Street Securities, INC.
September 2008 - February 2012 · 3 yrs 5 mos
Tower Square Securities, INC.
September 2008 - February 2012 · 3 yrs 5 mos
New England SecuritiesBroker
March 2007 - August 2014 · 7 yrs 5 mos
Metlife Securities INC.Broker
March 2007 - August 2014 · 7 yrs 5 mos
Tower Square Securities, INC.Broker
March 2007 - February 2012 · 4 yrs 11 mos
Walnut Street Securities, INC.Broker
March 2007 - February 2012 · 4 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
March 2007 - July 2007 · 4 mos
Citigroup Global Markets INC.Broker
September 2004 - March 2007 · 2 yrs 6 mos
RBC Dain Rauscher INC.
September 2003 - October 2004 · 1 yr 1 mo
RBC Dain Rauscher INC.Broker
March 2002 - October 2004 · 2 yrs 7 mos
Tucker Anthony IncorporatedBroker
March 2001 - March 2002 · 1 yr
Carl P. Sherr & CO., LLCBroker
January 2001 - February 2001 · 1 mo
Fidelity Brokerage Services, INC.Broker
August 1998 - June 2000 · 1 yr 10 mos
State Registrations1 state
NH
Advisor
Exams
No exam information available for this advisor.