621 17th Street Suite 1425 Denver, CO 80293

kim@dolemanwealth.com

Home
About
Get Started Today
Get Educated
Resources
Contact

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: (720) 283-2121

Fax: (303) 730-3058

621 17th Street

Suite 1425

Denver, CO 80293

kim@dolemanwealth.com

Quick Links

Retirement
Investment
Estate
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2021 FMG Suite.

*Important Disclosure: Please contact Kimberly K. Doleman or Derick Harris for a copy of their supplemental and firm brochures, CRS(client relationship summaries) along with a copy of their schedule of fees and services. Additional information about Kimberly K. Doleman and Derick Harris is available on the SEC’s website at www.adviserinfo.sec.gov. Kimberly Doleman is the sole Principal of Doleman Wealth Management, LLC.

Click Here for a copy of the TownSquare Capital, LLC's, privacy policy.

Doleman Wealth Management, LLC is a branch office of DFPG Investments, LLC. Investment Advisory Services offered through TownSquare Capital, LLC, an SEC registered investment advisor. Securities offered through DFPG Investments, LLC, Member FINRA/SIPC. DFPG Investments, LLC and TownSquare Capital, LLC are not affiliated.

Doleman Wealth Management, LLC, TownSquare Capital, LLC, or DFPG Investments, LLC do not offer legal, tax, or accounting advice. Clients are urged to consult their own legal, tax, and accounting advisors with respect to their specific situations.

Kimberly Doleman holds the Series 7 Securities registration and the Series 66 registration, the Uniform Combined State Law Examination registration. She receives normal and customary commission-based income as a Registered Representative with the broker-dealer; commission-based income as a Licensed Life, Health, and Variable Annuity Agent; and normal and customary fee-based investment management/advisory income. Kim Doleman is a Licensed Life, Health, and Variable Annuity Agent (Colorado Agent # 387930) Kim Doleman does not receive any compensation for her activities involving free educational seminar programs. Kim Doleman is compensated on an hourly basis for her position as a Registered Nurse with previous Medical Surgical Board Certification at local Denver hospitals.

Derick Harris holds the Series 7, 6, and 63 Securities registration and is a registered Investment Advisor. He receives normal and customary commission-based income as a Registered Representative with the broker-dealer; commission-based income as a Licensed Life, Health, and Variable Annuity Agent; and normal and customary fee-based investment management/advisory income. Derick Harris is a Licensed Life, Health, and Variable Annuity Agent (Utah Agent # 243122). Derick Harris also holds his ChFC^® and CRPC^® designations. Derick Harris does not receive any compensation for his activities involving free educational seminar programs.