Christopher
Dolan
Buck Wealth Strategies, LLC
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About this Advisor
Christopher Dolan is a certified financial planner working in Bellevue, Washington. Dolan is on the advisory team at Buck Wealth Strategies, LLC. Throughout their career, Dolan has worked at Fidelity Investments, Charles Schwab & Co., Inc, Charles Schwab Bank, Robert W Baird & Co, Madison Avenue Securities and Ea Buck Financial. Dolan maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to serve investors in Washington. Buck Wealth Strategies, LLC is an advisory company headquartered in Denver, CO. It has offices in seven locations and a total of 67 financial advisors. It administers $134 million in assets between its 892 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 892 accounts, just 2% belong to high-net-worth individuals who have at least $1 million in investable assets. Buck Wealth Strategies, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on the services offered. Fees charged by Buck Wealth Strategies, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buck Wealth Strategies, LLC Brokerage Details
$134,250,617
67
892
$150,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Christopher Dolan Work History
Christopher has been registered as a financial advisor for 0 years.*
Madison Avenue Securities
Ea Buck Financial
Robert W Baird & Co
Charles Schwab & Co., Inc
Charles Schwab Bank
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Dolan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Buck Wealth Strategies, LLC
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Denver, CO
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
