AdvisorOS Directory
Claim Profile
DK

Debra Jean Kolberg

LONG-TERM SOLUTIONS, LLC·SAN FRANCISCO, California
Unclaimed Profile
601 CALIFORNIA STREET, SAN FRANCISCO, CA 94108CRD# 4025470Firm CRD# 137611
01

About

Debra Jean Kolberg is a registered financial advisor based in SAN FRANCISCO, California, affiliated with LONG-TERM SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
LONG-TERM SOLUTIONS, LLC
LTS CAPITAL ADVISORS
AUM
$147M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LONG-TERM SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4025470
Firm CRD# 137611
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Debra Jean Kolberg offer?
Debra Jean Kolberg specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Debra Jean Kolberg's credentials?
Debra Jean Kolberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Debra Jean Kolberg located?
Debra Jean Kolberg is based in SAN FRANCISCO, California, working with LONG-TERM SOLUTIONS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Debra Jean Kolberg charge for services?
Debra Jean Kolberg's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONG-TERM SOLUTIONS, LLC?
LONG-TERM SOLUTIONS, LLC has approximately 6 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN FRANCISCO
Ron David Zeff — CARMEL MANAGEMENT III, LLCRichard Charles Blum — BLUM INVESTMENT PARTNERS, INC.Christopher John Beda — CARMEL MANAGEMENT III, LLCAlissa Carnot Douglas — VERNAL POINT ADVISORS, LLCDavid Kurzweil — ACORE CAPITAL, LP
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile