Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luan? Claim Your ProfileLuan Dollens is a registered Investment Advisor Representative with Aldrich Wealth LP. Luan has over 20 years of experience in the financial services industry. Prior to joining Aldrich Wealth LP, Luan was a financial advisor with M Holdings Securities, Inc., AM&A Securities, Inc., and U.S. Bancorp Investments, Inc. Luan is a dedicated and experienced financial professional with a commitment to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OR
05/05/2022 - Present
Aldrich Wealth LP (LAKE OSWEGO OR)
OR
02/07/2007 - 06/09/2022
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
05/06/2004 - 01/21/2005
AM&A SECURITIES, INC. (PORTLAND OR)
MN
06/30/2000 - 10/24/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OH
02/28/2000 - 05/22/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MN
11/17/1998 - 02/07/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
09/03/1997 - 02/11/1999
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
06/19/1991 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
WA
11/21/1990 - 02/21/1991
SECURITY PACIFIC INVESTMENTS, INC. A WASHINGTON CORPORATION (SEATTLE WA)
IA
Issued 06/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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