Von Colln Financial Group

Overview

Von Colln Financial Group is a state registered investment adviser based in Ogden, UT, registered since 2016. It reports $101M in assets under management across 281 accounts, with 3 employees. It has 1 investment adviser representatives.

Reported AUM

$101M

Discretionary

100%

Accounts

281

Average account

$361K

Employees

3

Advisory reps

1

Registered since

2016

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Jeffrey Karl Voncolln President, Chief Compliance Officer CRD 2468483

Advisory reps 1 of 1

• Jeffrey K Von Colln Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2468483

Location

Headquarters

204 Historic 25th St
Ogden, UT 84401

County

Weber

Metro area

Ogden-Clearfield, UT

Region

West

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: vcfinancialgroup.net

Every state, with registration dates

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