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Emily Dolan

Parr Mcknight Wealth Management Group

Minneapolis, MN

CRD 5171856

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Employer firm

Parr Mcknight Wealth Management Group CRD 330050

$1.07B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Parr Mcknight Wealth Management Group

333 S 7Th Street, Suite 2370, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-08-12
  • MN RA
    APPROVED
    Since 2024-08-12

Branch Locations

333 S 7Th Street, Suite 2370, Minneapolis, MN 55402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc/Pmwmg Minneapolis MN 02/2020 08/2024
Stay At Home Mom Medina MN 05/2011 02/2018
Plt Inc Plymouth MN 02/2018 02/2020
Parr Mcknight Wealth Management Group Minneapolis MN 08/2024 Present
  • 02/2020 → 08/2024
    Wells Fargo Advisors Financial Network, Llc/Pmwmg
    Minneapolis, MN
  • 05/2011 → 02/2018
    Stay At Home Mom
    Medina, MN
  • 02/2018 → 02/2020
    Plt Inc
    Plymouth, MN
  • 08/2024 → Present
    Parr Mcknight Wealth Management Group
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-06
  • S66 Uniform Combined State Law Examination
    2018-08-06
Other Names
  • Emily Allen Dolan
  • Emily Korbmacher Dolan
  • Emily Dolan Korbmacher

View on SEC IAPD

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HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
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THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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