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portrait of Pam Tollefson
FINANCIAL ADVISOR

Pam Tollefson

CRPC™
355 N Peters Ave 100, Fond Du Lac, WI 54937opens in a new window
CallSend Me a Message

About Pam

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones because I discovered their core values aligned with mine.

As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your...

Focus Areas

  • New Investors
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings
  • Insurance & Annuities

Work History

  • Edward JonesJune 2011 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Wisconsin,La CrosseMaster of Education

Team Members

  • Beth Fedyszyn
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(920) 921-6095

Fax

(855) 232-0902

Office Address

355 N Peters Ave 100
Fond Du Lac, WI 54937opens in a new window

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