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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

JEFFREY WILLIAM KOLASINSKI

Advisor at LPL FINANCIAL LLC

WINNECONNE, WI | WAUPACA, WI | WEYAUWEGA, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67e3cb66-c996-5994-e8a2-7203700287cb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 22, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Feb 27, 2006
First registration: Mar 22, 2011
Dual registered: yes, broker-dealer
IAPD individual key: 4156851

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 7, 2022	n/a	yes	WINNECONNE, WI\|WAUPACA, WI\|WEYAUWEGA, WI	Current employment
TLG ADVISORS, INC.	Bd affiliated wealth	Jul 1, 2015	Feb 2, 2022	no	APPLETON, WI\|SUMMIT, NJ	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Mar 22, 2011	Dec 31, 2013	no	Windsor, CT\|APPLETON, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TLG ADVISORS, INC.	LPL FINANCIAL LLC	Feb 2, 2022	Feb 7, 2022	5	Firm change	Ibd to ibd
VOYA FINANCIAL ADVISORS, INC.	TLG ADVISORS, INC.	Dec 31, 2013	Jul 1, 2015	547	Firm change after gap	Other

Relationships

Registered with (3)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Feb 7, 2022 to presentfactForm ADV
→ TLG ADVISORS, INC.Registered adviserregistration: previous registration
Jul 1, 2015 to Feb 2, 2022factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 22, 2011 to Dec 31, 2013factForm ADV

Dated events

Occurred
Feb 2, 2022
Advisor changed firm
Jeffrey William Kolasinski left Tlg Advisors, Inc. for Lpl Financial Llc (registered 2022-02-07)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67e3cb66-c996-5994-e8a2-7203700287cb
First observed: Mar 22, 2011
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEFFREY WILLIAM KOLASINSKI

Advisor at LPL FINANCIAL LLC

WINNECONNE, WI | WAUPACA, WI | WEYAUWEGA, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67e3cb66-c996-5994-e8a2-7203700287cb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:18 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LPL FINANCIAL LLC

Bd affiliated wealth

Feb 7, 2022

n/a

yes

WINNECONNE, WI|WAUPACA, WI|WEYAUWEGA, WI

Current employment

TLG ADVISORS, INC.

Bd affiliated wealth

Jul 1, 2015

Feb 2, 2022

APPLETON, WI|SUMMIT, NJ

Previous registration

VOYA FINANCIAL ADVISORS, INC.

Bd affiliated wealth

Mar 22, 2011

Dec 31, 2013

Windsor, CT|APPLETON, WI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TLG ADVISORS, INC.

LPL FINANCIAL LLC

Feb 2, 2022

Feb 7, 2022

Firm change

Ibd to ibd

VOYA FINANCIAL ADVISORS, INC.

TLG ADVISORS, INC.

Dec 31, 2013

Jul 1, 2015

547

Firm change after gap

Other