300 Union Blvd,
Kim Doleman, Investment Advisor Representative, Registered Representative
Derick Harris, ChFC®, CRPC®, Investment Advisor Representative, Registered Representative
Megan Benson, Registered Operations Professional
Sarah Lyons, Advisor Support
Our team has 50+ years of industry experience across multiple aspects of the financial services industry, from investment and portfolio management to retirement and financial planning. We also recognize that it is impossible to excel at all aspects of our client’s financial needs and that is why we have partnered with some of the industry’s best. Town Square Capital for our investment management side and Allegis Advisor Group for insurance needs. This allows OUR team to work more closely with each of our clients and planning for their future.
Registered Investment Advisor
TownSquare Capital, LLC. has a unique team-based approach which places clients at the center of everything they do. As a client of the firm you benefit from total resources of the group. While your individual advisor will take a lead role in the relationship, a team of specialists work in the background for your benefit.
The Story – Why does an individual client invest differently than an institution?
The availability, tax efficiency, and pricing of certain investment options is the biggest road block to an individual investor. Institutions own stocks and bonds differently than most individual clients. At TownSquare Capital, we believe the individual client should have the same access to these investments with similar pricing structures. We offer a unique approach to solve for this obstacle in the industry.
TownSquare Capital’s designated CFP® / CFA Senior Portfolio and Fixed Income Strategists work directly with us to develop, implement, and monitor your investment portfolio and financial planning strategies. With about 20 team members at TownSquare Capital, LLC. advisors receive an elite level of support.
Chief Investment Officer
As Chief Investment Officer, Kurt heads the TownSquare investment committee in the design and construction of client portfolios including asset class selection and the vetting of outside money managers. With nearly 25 years of both buy...
Head of Fixed Income
Monica specializes in fixed income analysis and management and has over 20 years’ experience in institutional portfolio management. Monica was most recently the head of portfolio strategies for a regional broker/dealer, serving...
Sr. Portfolio Strategist
As Senior Portfolio Strategist at Townsquare Capital, Chris works directly with financial advisors and their clients in developing, implementing, and monitoring investment portfolios and financial planning strategies. Chris heads up...
Chief Operations Officer
Michael joined TownSquare in June 2017 as the Chief Operations Officer, and is responsible for ensuring various departments work seamlessly together. In a previous role as VP of Operations, Michael helped grow the operations team of a...
DFPG Investments, LLC. is a recognized industry leader that provides an independent full-service platform, allowing us to operate under different business models to meet the unique needs of each client. The firm also offers expertise in securitized investment real estate for those seeking alternative investments. DFPG offers us solutions so that we have access to a full-service platform that strives to improve our ability to efficiently manage assets and service our clients.
Allegis Advisor Group is a one-stop-shop for the independent advisor, offering all the Insurance solutions necessary to meet our client’s needs. They work with 40+ A rated national insurance carriers across multiple product lines including:
Allegis offers expertise to solve the most complicated cases. Additional services we have access to include in-house case design, case management, advanced planning case design, and underwriting. We can draw on a team with many years of experience and resources.
Firm Disclosure Brochure, Kimberly K. Doleman IAR Brochure. Derick Harris IAR Brochure
Please contact Doleman Wealth Management, LLC, for more details.