Daniel T. Dollinger
DOLLINGER MANAGEMENT
Salem, OR 97301-3609
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CRD#: 5822808
Professional summary
Daniel Tobias Dollinger, CFP® is a registered financial advisor currently at DOLLINGER MANAGEMENT INC. located in Salem, Oregon.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daniel has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DANIEL DOLLINGER IS THE 100% OWNER OF DANIEL DOLLINGER CPA CFP. THIS FIRM PROVIDES PAYROLL, BOOKKEEPING, FINANCIAL STATEMENTS, AND INCOME TAX (ALL KINDS). DEPENDING ON TIME OF YEAR, THE FIRM USES UP TO 75% OF DANIEL DOLLINGER'S TIME. DANIEL DOLLINGER CPA CFP IS REGISTERED WITH THE OREGON DIVISION OF FINANCIAL REGULATION AS AN ASSUMED BUSINESS NAME OF DOLLINGER MANAGEMENT, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Tobias Dollinger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
September 10, 2010 - Present
DOLLINGER MANAGEMENT INC.
Office #1: 187 High Street S.e., Salem, OR 97301-3609RIA
CRD#: 154539
Salem, OR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(9/10/2010)
Exams
Current Firm
DM
DOLLINGER MANAGEMENT INC.
DANIEL DOLLINGER CPA CFP | DOLLINGER MANAGEMENT INC.
CRD#: 154539 / SEC#:
Oregon
Registered Investment Advisory firm - (8/13/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Wilsonville, OR
Mailing Address
Po Box 479, Wilsonville, OR 97070
Phone number
(503) 363-1550
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 40,972,567 |
Red Flags
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