Debra L. Tollefsbol-krause
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Debra Lee Tollefsbol-krause, who also goes by Debra Tollefsbol-krause, was a registered financial professional .
Debra is a previously registered financial professional and started their career in finance in 2004. Debra had worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 15, 2015 - October 5, 2021
FIRST COMMAND ADVISORY SERVICES
March 24, 2011 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
March 24, 2011 - October 5, 2021
FIRST COMMAND BROKERAGE SERVICES, INC.
December 22, 2009 - March 2, 2011
THRIVENT INVESTMENT MANAGEMENT INC.
December 22, 2009 - March 2, 2011
THRIVENT INVESTMENT MANAGEMENT INC.
March 5, 2007 - July 7, 2009
TD AMERITRADE, INC.
March 5, 2007 - July 7, 2009
TD AMERITRADE, INC.
July 1, 2004 - February 2, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
June 21, 2004 - February 2, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
April 6, 2004 - May 28, 2004
EDWARD JONES
Primary Firm SEC Registration
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 2/9/2024
General Securities Representative ExaminationCurrent Firm
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
Red Flags
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