LPL Financial
41yrs
Top advisor by experience in Oaks
20yrs
Eric Tollefson is a fiduciary financial advisor in Oaks, Pennsylvania, with 20 years in the industry. After less than a year at Northwestern Mutual Investment Services and six years at Russell Investments, Eric joined SEI Investments Management in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and performance-based fees.
One of 105 advisors with offices in Oaks, and one of 101 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 24% by experience in Oaks
OfficeOne Freedom Valley Drive, Oaks, PA 19456
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$471,672
Advisors at the firm127
States licensed ?1 state
Services through SEI Investments Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowSEI Investments Management CorpCurrent firm
- Aug 2025 – Dec 2025Northwestern Mutual Investment Services, LLCPreviously
- 2014 – 2020Russell InvestmentsPreviously
- Jul 2012 – Dec 2013TD Ameritrade, Inc.Previously
- Jul 2012 – Dec 2013TD Ameritrade Investment Management, LLCPreviously
- Jan 2011 – Nov 2011Wells Fargo Clearing Services, LLCPreviously
- Oct 2009 – Jan 2011Wells Fargo Investments, LLCPreviously
- 2006 – 2009Citigroup Global Markets Inc.Previously
Contact Eric
(610) 676-1000SEI Investments Management main office One Freedom Valley DriveOaks, PA 19456Office · Get directions Firm websiteHTTP://WWW.SEIC.COM
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call SEI Investments Management at (610) 676-1000 and ask for Eric Tollefson. Eric works from the Oaks, PA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2006, about 20 years. Top 24% by experience in Oaks.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
SEI Investments Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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