Best Investors Account Sign in
Inactive

Daniel Tobias Dollinger

Dollinger Management Inc.

Wilsonville, OR

CRD 5822808

Claim This Profile
Employer firm

Dollinger Management Inc. CRD 154539

$47.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Dollinger Management Inc.

Wilsonville, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2010-09-10
  • OR RA
    APPROVED
    Since 2010-09-10

Branch Locations

Wilsonville, OR • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Daniel Dollinger Cpa Cfp Salem OR 09/1993 Present
  • 09/1993 → Present
    Daniel Dollinger Cpa Cfp
    Salem, OR
Other Businesses

DANIEL DOLLINGER IS THE 100% OWNER OF DANIEL DOLLINGER CPA CFP. THIS FIRM PROVIDES INCOME TAX REURNS (ALL KINDS) AND SOME BOOKKEEPING. DEPENDING ON TIME OF YEAR, THE FIRM USES UP TO 50% OF DANIEL DOLLINGER'S TIME. DANIEL DOLLINGER CPA CFP IS REGISTERED WITH THE OREGON DIVISION OF FINANCIAL REGULATION AS AN ASSUMED BUSINESS NAME OF DOLLINGER MANAGEMENT, INC.

Designations
  • Certified Financial Planner

View on SEC IAPD

More in Wilsonville, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor