Advisor at Von Colln Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Von Colln Financial Group
Location
Ogden, UT 84401
Credentials
CFP®, Series 63, Series 65
Industry experience
30 years
Jeffrey Von Colln is a CFP® with 30 years of industry experience. He founded Von Colln Financial Group in 2016 and has been associated with LPL Financial since 2004. Outside of financial advising, he owns two bars in Ogden, Utah. Von Colln Financial Group provides discretionary, fee-based investment management and financial planning primarily to individual and high-net-worth clients, also serving corporate and retirement-plan clients. The firm follows a structured four-step planning process and offers tailored investment services through custodial accounts, access to institutional managers, and regular portfolio rebalancing. Additionally, the firm acts as both portfolio manager and sponsor of a wrap fee program and conducts client education seminars and workshops.
Based on Von Colln Financial Group
Based on Von Colln Financial Group
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $3,500,000: 1.00% $3,500,001 - $5,000,000: 0.90% $5,000,001 - $7,500,000: 0.80% $7,500,001+: 0.75%
Clients may pay commissions when investment advisor representatives act as registered representatives of LPL Financial; advisory fees do not include commissions.
Account minimum: $10,000
204 Historic 25 Th Street
Ogden, UT 84401
Ohio · Texas · Utah
Von Colln Financial Group
2016 - Present (10 years)
Jeff Von Colln, PC
2016 - Present (10 years)
LPL Financial, LLC (Formerly: LINSCO PRIVATE LEDGER)
2004 - Present (22 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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