Emily Dolan
Professional summary
Emily Dolan, who also goes by Emily Allen Dolan, Emily Korbmacher Dolan, Emily Dolan Korbmacher, is a registered financial advisor currently at PARR MCKNIGHT WEALTH MANAGEMENT GROUP located in Minneapolis, Minnesota.
Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Emily has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Emily Dolan's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 12, 2024 - Present
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
Office #1: 333 S 7th Street, Suite 2370, Minneapolis, MN 55402August 6, 2018 - August 21, 2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
May 8, 2018 - August 21, 2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
June 8, 2007 - May 17, 2011
NEUBERGER BERMAN BD LLC
June 8, 2007 - May 17, 2011
NEUBERGER BERMAN BD LLC
July 21, 2006 - June 11, 2007
FORESIDE DISTRIBUTION SERVICES, L.P.
Primary Firm SEC Registration
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
CRD#: 330050 / SEC#: 801-130400
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/12/2024)
Exams
Current Firm
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
CRD#: 330050 / SEC#: 801-130400
Contact information
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,711 |
| AUM (Assets Under Management) | $ 952,370,875 |
Red Flags
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