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David D

Series 63

St Cloud, MN

OSAIC

David Dolan is a financial advisor with OSAIC in St. Cloud, MN, holding a Series 63 designation and bringing 26 years of industry experience. Prior to joining OSAIC in 2024, he has been associated with State Farm since 1991. He serves on the board of directors and finance committee of the Catholic Community Schools, a group of ten private Catholic schools. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to manage portfolios that include various securities and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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