Advisors Management Group
43yrs
Top advisor by experience at Advisors Management Group
9yrs
Thomas Dolan
Financial advisor at Edward Jones
Thomas Dolan has worked in the financial industry for 9 years and is a fiduciary financial advisor based in La Crosse, Wisconsin. Thomas has been with Edward Jones since 2018. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 104 advisors with offices in La Crosse, and one of 94 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office300 2nd Street North Suite 300, La Crosse, WI 54601
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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 66Uniform Combined State Law Examination
Career
- 2018 – nowEdward JonesCurrent firm
Contact Thomas
Local office(608) 638-6789Ask for Thomas. (314) 515-2000Main office · St. Louis, MO 300 2nd Street North Suite 300La Crosse, WI 54601Office · Get directions
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- 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 Thomas
How do I contact Thomas?
Call Thomas’s local office at (608) 638-6789 or the Edward Jones main office at (314) 515-2000, and ask for Thomas Dolan.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Thomas hold?
Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Thomas 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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