FK

Francisco J. Kollmann

ENDOWMENT PARTNERS
Las Vegas, NV 89101
Some features on this profile are disabled
CRD#: 6689572
FK

Professional summary


Francisco Jose Kollmann, who also goes by Francisco Jose Kollmann, Francisco Kollmann, is a registered financial advisor currently at ENDOWMENT PARTNERS LLC located in Las Vegas, Nevada.

Francisco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Francisco has worked at 3 firms and has passed the Series 65, SIE, Series 86, Series 87 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Francisco Jose Kollmann | Francisco Kollmann

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.

CRS (Client Relationship Summary) - RIA


Click below to view Francisco Jose Kollmann's 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®
None

Experience


Current

April 27, 2026 - Present

ENDOWMENT PARTNERS LLC

Office #1: 300 S 4th Street Ste 1015, Las Vegas, NV 89101
RIA
CRD#: 306325
Las Vegas, NV
Past

June 20, 2017 - October 15, 2019

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

October 12, 2016 - April 4, 2017

AVONDALE PARTNERS, LLC

BD
CRD#: 46838
NASHVILLE, TN

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
Nevada
(4/27/2026)

Exams


State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EP
ENDOWMENT PARTNERS LLC
ENDOWMENT PARTNERS | MACDONALD WEALTH ASSOCIATES | FRASER ASSET MANAGEMENT | ENDOWMENT PARTNERS LLC

CRD#: 306325 / SEC#:

Nevada
Registered Investment Advisory firm - (11/12/2019 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
300 S 4th Street Ste 1015, Las Vegas, NV 89101
Mailing Address
Phone number
(702) 842-2000
Established
Firm type
Fiscal year end
# of Employees
6

Regulatory assets under management


Total Number of Accounts20
AUM (Assets Under Management)$ 56,290,000

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


ENDOWMENT PARTNERS LLC

CRD#: 306325Las Vegas, NV 89101

TRUST BUT VERIFY

Monitor Francisco Kollmann

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


JC
Jodie Cohen-potterAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
LAS VEGAS, NV
KY
Kenneth YoungAdvisorCheck Check Mark
TRANSAMERICA FINANCIAL ADVISORS, LLC
IAR
RR
Las Vegas, NV
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.