Robert Dolman is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Tempe, AZ, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1101 W Washington St, Tempe, AZ, 85281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert owns rental real estate property in Phoenix, Arizona since August 2024. He spends minimal time collecting rents and maintaining the property.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
Stira Capital Markets Group, LLCBroker
Sammons Financial Network, LLCBroker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
Manulife Wood Logan, INC.Broker
Pilgrim Securities, INC.Broker
Putnam Mutual Funds CORP.Broker
State Registrations51 states
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