Colleen Hartmon Bollom, CFP®
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and investment consultant, Colleen Hartmon Bollom seeks to guide clients in making wise financial decisions “… by listening to what is important in their lives because, like most things involving money, it is often so much more than ‘just a number’ or the amount of money someone needs to retire.”
Once Colleen understands her clients’ situation, she works with them to create a financial plan that leverages both their personal and financial assets. Together, she and her clients design a course of action that empowers them to take the steps necessary to live the life they desire.
Colleen has over 20 years of experience in the financial services industry. In 2007, desiring a more authentic approach to working with clients that benefits not just their investment portfolio but their life, Colleen approached Linda to form Harmon & Hartmon Financial Group. Their names on the door are synonymous with trustworthiness, integrity, and transparency.
Prior to 2007, Colleen worked at Piper Jaffray, US Bank, and UBS Financial Services for over a decade. During that time, she founded Minnesota Firefighter Pension Consultants, LLC, a company that provided retirement plan documents, bylaws, consulting, and training for her Minnesota Volunteer Fire Relief Associations clients.
Colleen has traveled extensively internationally, including to Nepal, where she serves as a friend and benefactor of The Inspiration Society of Nepal orphanage. Additionally, Colleen’s family has participated in several cultural exchange programs for international students and guests from Chile, Republic of Georgia, Nepal, Pakistan, Ukraine, and Zimbabwe. She is an avid boater and enjoys being part of the Windmill Marina community on the St. Croix River.
- University of Wisconsin-Stout
BS in Applied Mathematics
Licenses and Certifications:
- CERTIFIED FINANCIAL PLANNER™ certification, 2001
- Registered Life Planner®, 2009
- FINRA Series 7, 63, and 65 securities registrations held through Commonwealth Financial Network®
- Life and Health Insurance
Honors & Awards:
- Faye Lyksett Award, St. Paul League of Women Voters, 2012
- Financial Planning Association of Minnesota
- Midway Chamber of Commerce