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Emily Dolan

Investment Adviser Representative at PARR MCKNIGHT WEALTH MANAGEMENT GROUP

Minneapolis, MNCRD #5171856Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Emily Dolan has worked in the securities industry since 2013. They are registered to provide investment advisory services in Minnesota.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Minnesota
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/6/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/8/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.50%
$500,000 to $1,000,0001.25%
$1,000,000 to $5,000,0000.90%
$5,000,000 to $10,000,0000.85%
$10,000,000 to $20,000,0000.80%
$20,000,000 to $30,000,0000.75%
$30,000,000 to $50,000,0000.50%
$50,000,000 to $75,000,0000.40%
$75,000,000 to $100,000,0000.35%
Account minimum: $2,500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

PARR Mcknight Wealth Management Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PARR MCKNIGHT WEALTH MANAGEMENT GROUPCurrent
8/12/2024Minneapolis, MN
WELLS FARGO ADVISORS
8/6/20188/21/2024Minneapolis, MN
NEUBERGER BERMAN LLC
6/8/20075/17/2011Chicago, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Emily Dolan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Emily Dolan - Financial Advisor in Minneapolis, MN | AdvisorFinder