Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Dolnik is a financial advisor with over 20 years of experience in the financial services industry. Robert is a Certified Financial Planner™ professional and is registered with the state of Wisconsin as an investment advisor representative (IAR) and a broker-dealer representative (BDR). Robert is currently employed with Independent Advisor Alliance, LLC and has been with the firm since March 2022. Robert works with a wide range of clients including individuals, businesses, and charitable organizations. Robert provides a variety of financial services including financial planning, investment management, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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WI
03/08/2022 - Present
Independent Advisor Alliance, LLC (Menomonee Falls WI)
WI
08/21/2009 - 03/11/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Menomonee Falls WI)
WI
05/18/2000 - 08/24/2009
MUTUAL SERVICE CORPORATION (THIENSVILLE WI)
BC
Issued 05/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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