Kimberly Kay Doleman

Current Employers

Employment History

• 02/2000 → 04/2017
  J.DAniel Brinker & Company
  Denver, CO
• 07/2005 → Present
  Advent Health
  Denver, CO
• 07/2015 → 02/2019
  Allegis Investment Services
  Idaho Falls, ID
• 07/2015 → 04/2018
  Allegis Investment Advisors
  Idah Falls, ID
• 03/2018 → 06/2023
  Townsquare Capital, Llc
  Denver, CO
• 02/2019 → 05/2023
  Dfpg Investments, Inc
  Sandy, UT
• 05/2023 → 10/2024
  Concorde Investment Services
  Livonia, MI
• 05/2023 → Present
  Portside Wealth Group
  Provo, UT
• 05/2018 → Present
  Doleman Wealth Management, Llc
  Lakewood, CO

Previous Registrations

• 2018-03-29 → 2023-06-15
  Townsquare Capital, Llc
  Denver, CO
  Lehi, UT
  Lakewood, CO
• 2015-07-28 → 2018-04-27
  Allegis Investment Advisors, Llc
  Denver, CO
  Idaho Falls, ID
• 2012-03-08 → 2015-07-31
  First Midwest Securities, Inc.
  Denver, CO
  Bloomington, IL

Other Businesses

1)PORTSIDE WEALTH GROUP; INVESTMENT RELATED; 300 UNION BLVD. SUITE 100 LAKEWOOD, CO 80228; RIA; INVESTMENT ADVISOR REPRESENTATIVE; 05/2023; 70% DURING BUSINESS HOURS; FEES FOR AUM AND FINANCIAL PLANNING 2) Advent Health, Non investment related, 9395 Crown Crest Blvd, Parker, CO 80138. Registered Nurse, health care related, floating to all radiation/oncology outpatient clinics covering four different Denver and surrounding area hospitals, inpatient nursing services on all floors of all departments. Start date 7/2005, 1-5 hours/month during non trading hours, 21-41 hours/month during trading hours. 3) DOLEMAN WEALTH INSURANCE SERVICES, GENERAL AGENCY; INVESTMENT RELATED; 300 UNION BLVD, STE 100, LAKEWOOD, CO 80228; INSURANCE; FIXED INSURANCE AGENT/PRODUCER; Fixed Insurance Business for clients, 05/26/2023; 1-5 hours/month during non business hours, 1-5 month/hours during business hours. 4) DOLEMAN WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 300 UNION BLVD. SUITE 100 LAKEWOOD, CO 80228; PASSTHROUGH ENTITY; PRESIDENT; 05/2018; 6-10 HOURS DURING NON BUSINESS; 21-40 HOURS/MONTH DURING BUSINESS HOURS. PRESIDENT TO DOLEMAN WEALTH MANAGEMENT, LLC, PASSTHROUGH FOR ALL INCOME WITH RIA PORTSIDE WEALTH GROUP. DOLEMAN WEALTH IS A dba OF PORTSIDE WEATLH RIA. 5) LITTLETON PREP CHARTER SCHOOL; NON-INVESTMENT RELATED; COLORADO; NON-PROFIT ORGANIZATION; CHAIR OF THE ACCOUNTABILITY COMMITTEE; 10/01/2021, 1-5 HOURS PER MONTH; 1-5 hours/month during business hours. DEVELOPING AND PUBLISHING THE ANNUAL REPORT, COMMUNITY ENGAGEMENT, MAKE RECOMMENDATIONS TO THE GOVERNING BOARD.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-23

Other Names

• Kimberly Kay Doleman
• Kimberly Kay Squillace