Alan Roland Woolever
Investment adviser representative at Dmk Advisor Group, Inc.
44 yearsExperience
1 stateRegistered in
$130.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
44 years in the industry.
- Dmk Advisor Group, Inc.Jan 2026 to now
- Bfc PlanningFeb 2014 to now
- Securities Management & Research, Inc.Nov 1985 to now
- American National Insurance CompanyNov 1982 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Dmk Advisor Group, Inc.
$130.8MAssets managed
515Clients
16Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1445680
- Firm CRD
- 41067