Stephen Dold is a registered investment advisor, based in Monticello, IN, with 13 years of industry experience.
Location
504 East Terrace Bay Court, Monticello, IN, 47960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a part-owner of his wife's bakery/restaurant and owns rental property. He also works as an advisory representative of a registered investment advisor (RIA), coaches basketball and football, and uses Dold Financial Group as a marketing name for his advisory business.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations7 states
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