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IT

Ian J. Tollefsen

CONSOLIDATED PORTFOLIO REVIEW CORP
Nashua, NH 03063
Some features on this profile are disabled
CRD#: 3082890
IT

Professional summary

Ian Joseph Tollefsen, CFP® is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Nashua, New Hampshire.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Ian has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Joseph Tollefsen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2008

Experience

Current

May 16, 2025 - Present

CONSOLIDATED PORTFOLIO REVIEW CORP

Office #1: 230 Amherst Street, Nashua, NH 03063
RIA
CRD#: 112694
Nashua, NH
Past

July 28, 2021 - May 19, 2025

TRUST ADVISORY GROUP LTD

RIA
CRD#: 106926
Nashua, NH
Past

January 8, 2015 - May 2, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HANOVER, NH
Past

January 7, 2015 - May 2, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HANOVER, NH
Past

September 16, 2014 - December 22, 2014

WORLD INVESTMENTS, LLC

RIA
CRD#: 20626
LINCROFT, NJ
Past

September 15, 2014 - December 22, 2014

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
LINCROFT, NJ
Past

September 19, 2008 - February 24, 2012

WALNUT STREET SECURITIES, INC.

RIA
CRD#: 15840
BOSTON, MA
Past

September 19, 2008 - February 24, 2012

TOWER SQUARE SECURITIES, INC.

RIA
CRD#: 833
BOSTON, MA
Past

September 19, 2008 - August 1, 2014

NEW ENGLAND SECURITIES

RIA
CRD#: 615
CRANFORD, NJ
Past

September 19, 2008 - August 1, 2014

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
CRANFORD, NJ
Past

March 23, 2007 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
ISELIN, NJ
Past

March 23, 2007 - February 24, 2012

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
ISELIN, NJ
Past

March 23, 2007 - February 24, 2012

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
ISELIN, NJ
Past

March 23, 2007 - August 1, 2014

NEW ENGLAND SECURITIES

BD
CRD#: 615
ISELIN, NJ
Past

March 23, 2007 - August 1, 2014

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ISELIN, NJ
Past

September 20, 2004 - March 13, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BOSTON, MA
Past

September 18, 2003 - October 8, 2004

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
BOSTON, MA
Past

March 9, 2002 - October 8, 2004

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

March 20, 2001 - March 9, 2002

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

January 3, 2001 - February 2, 2001

CARL P. SHERR & CO., LLC

BD
CRD#: 3394
WORCESTER, MA
Past

August 27, 1998 - June 21, 2000

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY

CRD#: 112694 / SEC#: 801-38795

RIA
Registered Investment Advisory firm - (12/2/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Hampshire
(5/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/16/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/16/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/2/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 1/30/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 8/26/1998
General Securities Representative Examination

Current Firm

CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY

CRD#: 112694 / SEC#: 801-38795

RIA
Registered Investment Advisory firm - (12/2/1991 Approved)
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Contact information

Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
Phone number
(631) 845-5100
Established
Firm type
Fiscal year end
# of Employees
44

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONSOLIDATED PORTFOLIO REVIEW ADV PART 2A - MARCH 2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts4,821
AUM (Assets Under Management)$ 1,294,955,167

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CONSOLIDATED PORTFOLIO REVIEW CORP

CRD#: 112694Nashua, NH 03063

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