Kimberly Doleman (CRD# 5121254) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Lakewood, CO and has over 12 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Investment Services | Livonia, MI | May 2023 - Current | < 1 |
| Portside Wealth Group | Provo, UT | May 2023 - Current | < 1 |
| Advent Health | Denver, CO | Jul 2005 - Current | 18 |
| Townsquare Capital, LLC | Denver, CO | Mar 2018 - Jun 2023 | 5 |
| Dfpg Investments, Inc. | Sandy, UT | Feb 2019 - May 2023 | 4 |
| Allegis Investment Services | Idaho Falls, ID | Jul 2015 - Feb 2019 | 3 |
| Allegis Investment Advisors | Idah Falls, ID | Jul 2015 - Apr 2018 | 2 |
| J.daniel Brinker & Company | Denver, CO | Feb 2000 - Apr 2017 | 17 |
| Royal Alliance | Denver, CO | Mar 2015 - Jul 2015 | < 1 |
| First Midwest Securities, Inc. | Denver, CO | Mar 2011 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- CO
- TX
-
Total Assets Under Management885MILLIONS
-
Total Number of Accounts10,048ACCOUNTS
-
Average Account Value$88,054
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.