Greer Thomas Kollman
Advisor at Victory Financial — Olathe, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
2 years
Location
Olathe, KS
Victory Financial
Multi-team
Greer Kollman is a financial advisor at Victory Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Victory Financial, Kollman worked at CDM Sports Management and Equitable Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to assist clients.
Based on Victory Financial
$0+: 0.25% – 1.50% annually (varies by portfolio size, composition, and services rendered) $0+: Maximum combined fee including third-party management fees shall not exceed 2.99% $0+: Held-away participant management fee up to 0.30% separate and in addition to main asset management fees
Certain supervised persons offer commission-based securities brokerage services separately through PKS
Recurring quarterly financial consulting fees negotiable up to $5,000 per quarter (paid in advance)
Fee-only: Financial planning fixed fees ranging from $500 to $50,000 per plan (negotiable based on complexity)
Olathe, KS
Olathe KS
Advisors at this office
1
Kansas
2 years of industry experience
Victory Financial Group
2026 - Present • 1 year
Austin, TX
CDM Sports Management
2025 - 2026 • 1 year
Dallas, TX
Equitable Advisors
2023 - 2025 • 2 years
New York, NY
Ups
2021 - 2021 • 1 year
Edgerton, KS
Walmart
2021 - 2021 • 1 year
Lawrence, KS
Wyzant Inc
2021 - 2023 • 2 years
Chicago, IL
Doordash Inc
2020 - 2023 • 3 years
San Francisco, CA
Amazon.com Inc
2020 - 2020 • 1 year
New Century, KS
Augsburg University
2019 - 2020 • 1 year
Minneapolis, MN
Randstand US. LLC
2019 - 2019 • 1 year
Edgerton, KS
Help From a Friend
2019 - 2019 • 1 year
Olathe, KS
Unemployed
2013 - 2019 • 6 years
Olathe, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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