Robert Dolman (CRD# 2814050) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Tempe, AZ and has over 26 years of experience in the finance industry.
CRD# 4060469
Raymond James & Associates, Inc.
CRD# 2485377
Ae Wealth Management, LLC
CRD# 5720193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unionbanc Investment Services | Tempe, AZ | Feb 2020 - Current | 4 |
| Fmg Distributors | Norwalk, CT | Jan 2019 - Feb 2020 | 1 |
| Unemployed | Scottsdale, AZ | Oct 2018 - Jan 2019 | < 1 |
| Stira Capital Markets Group, LLC | Irvine, CA | Sep 2017 - Sep 2018 | 1 |
| Steadfast Companies | Irvine, CA | Sep 2017 - Sep 2018 | 1 |
| Arcadia Staging Co | Scottsdale, AZ | Dec 2015 - Dec 2017 | 2 |
| Sammons Financial Network, LLC | West Des Moines, IA | Jan 2015 - Dec 2015 | < 1 |
| Sammons Retirement Solutions | West Des Moines, IA | Jan 2015 - Dec 2015 | < 1 |
| Unemployed | Scottsdale, AZ | Apr 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
| S63 | Uniform Securities State Law Examination | Sep 1997 |
- AZ
- CA
-
Total Assets Under Management1,387MILLIONS
-
Total Number of Accounts3,901ACCOUNTS
-
Average Account Value$355,591
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, 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.