Michael Bernard Dolan
Investment adviser representative at Assetmark, Inc.
12 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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.
- Portfolio management
Experience
12 years in the industry.
- Assetmark, Inc.Apr 2026 to now
- Assetmark Brokerage, LLCApr 2026 to now
- Assetmark Financial Holdings, Inc.Apr 2026 to now
- Fidelity InvestmentsApr 2024 to Mar 2026
- AgiaDec 2022 to Apr 2024
- Valic Financial Advisors, Inc.Jun 2020 to Apr 2024
- Lake County Public WorksMar 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7258277
- Firm CRD
- 109018