Unclaimed Profile

Debra Jean Kolberg

LONG-TERM SOLUTIONS, LLC·SAN FRANCISCO, California

Clean recordLONG-TERM SOLUTIONS, LLC

601 CALIFORNIA STREET, SAN FRANCISCO, CA 94108CRD# 4025470Firm CRD# 137611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Debra Jean Kolberg · SAN FRANCISCO, CA

Registration

CRD #4025470 · LONG-TERM SOLUTIONS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LONG-TERM SOLUTIONS, LLC

LTS CAPITAL ADVISORS

AUM

$147M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LONG-TERM SOLUTIONS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4025470

Firm CRD# 137611

View on FINRA BrokerCheck →

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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.

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