Doug Graumann, financial advisor Wenatchee WA

Doug Graumann

CRD Number: 2497329
Current Firm: Dominion Portfolio Management, Inc.

Doug Graumann (CRD# 2497329) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Wenatchee, WA and has over 28 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Dominion Investor Services, Inc. Horseshoe Bay, TX Jan 2018 - Current 4
Dominion Portfolio Management, Inc. Horseshoe Bay, TX Jan 2018 - Current 4
Kms Financial Services, Inc. Seattle, WA Jan 2012 - Dec 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Doug S. Graumann
Phone Number: 210-265-8050
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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