Colby Lee Dotzler
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- DoordashSep 2026 to now
- Midwest Heritage Financial AdvisorsAug 2026 to now
- Osaic Wealth, Inc.Aug 2026 to now
- Northwestern Mutual Wealth Management CompanyJan 2026 to Jun 2026
- Northwestern Mutual Investment Services LLCSep 2025 to Jun 2026
- Northwestern Mutual Life Insurance CompanyAug 2025 to Jun 2026
- Patterson Dental LogisticsMay 2022 to Jul 2025
- Cedar Pointe Golf CourseMar 2021 to Sep 2021
- Agreliant GeneticsJun 2018 to Aug 2021
- StudentAug 2014 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
Midwest Heritage Financial Advisors
Legal name: Midwest Heritage Bank, FSB
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8110844
- 306308