UBS Financial Services
45yrs
Top advisor by experience in St. Cloud
26yrs
David Dolan is a financial advisor in St. Cloud, Minnesota, with 26 years in the industry. David joined Osaic Wealth in 2024, after ten years at Woodbury Financial Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience in Minnesota
Office3801 3rd St. N., St. Cloud, MN 56303
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2014 – 2024Woodbury Financial Services, Inc.Previously
Contact David
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for David. 3801 3rd St. N.St. Cloud, MN 56303Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Osaic Wealth at (800) 821-5100 and ask for David Dolan. David works from the St. Cloud, MN office.
How long has David been a financial advisor?
David has been in the industry since 2000, about 26 years. Top 24% by experience in Minnesota.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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