Colleen  Hartmon Bollom,  CFP<sup>&reg;</sup> - Financial Advisor

Colleen Hartmon Bollom, CFP®

Principal

Lumitas Wealth Strategies

8147 Globe Dr., Ste 245
Woodbury, MN 55125
FINANCIAL ADVISOR'S WEBSITE
(651) 204-8636

General

Colleen Hartmon Bollom is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lumitas Wealth Strategies in Woodbury, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Life Planner (RLP®)

Insurance Licenses

  • Life insurance: MN
  • Health/disability insurance: MN
  • Fixed annuities: MN
  • Variable annuities: MN

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Insurance, Life Planning, Retirement

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Helpful Financial Planning Resources