Mardie Lynn Dotseth
Investment Adviser Representative at Soltis Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mardie Lynn Dotseth is an investment adviser representative with Soltis Investment Advisors, LLC in St. George, UT, where they have been registered since 2020. They have worked in the securities industry since 2019 and were previously registered with CUSO Financial Services, L.P. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Utah.
Office
Advisors at this office: 31
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CUSO Financial Services, L.P.Jul 2018 – Jan 2020St. George, UT
- America First Credit UnionDec 2017 – Jul 2018St. George, UT
- UnemployedOct 2017 – Dec 2017St. George, UT
- Ricardo's RestarauntMar 2016 – Oct 2017St. George, UT
- Soltis Investment AdvisorsJan 2020 – no end date reportedSt George, UT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Soltis Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Firm account minimum
- $750,000 (waivable)
- Up to $1,000,0001.25%
- $1,000,000 - $2,000,0001.15%
- $2,000,000 - $5,000,0000.90%
- $5,000,000 - $10,000,0000.80%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Individual wealth management, retirement planning, and institutional and retirement plan services, offered through a fee-only, fiduciary model using a proprietary investment analysis process.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 83
- Offices listed on AdvisorFinder:
- 8
- Main office:
- St. George, UT
- SEC file number:
- 801-71833
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 9, 2026
View full firm profileOther advisors at Soltis Investment Advisors, LLC
Showing 12 of 83 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mardie Lynn Dotseth 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.
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