The Retirement Advantage
Karl Tollefson is a financial analyst with extensive experience across various industries, currently working at The Retirement Advantage, Inc. since August 2022. Previous roles include pricing analyst at Oshkosh Defense, facilities cost analyst at Koch Business Solutions, and contract project cost analyst at Georgia-Pacific LLC. Tollefson has also held positions as a financial analyst at CBRE and as a contract project controls analyst at WEC Energy Group, Inc. Additionally, Tollefson has experience as a financial analyst II and cost analyst at Marinette Marine Corporation. Educational credentials include a Bachelor of Business Administration in Finance from Western Michigan University and a Bachelor of Science in Accounting from Lake Superior State University.
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The Retirement Advantage
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As a third party administrator with 401K expertise for employers, advisors & employees, we offer a streamlined approach to retirement and fiduciary services.