ChooseAFinancialAdvisor.com
Advisors / Indiana / Westfield
3yrs

Ryan Patrick Dolan

Financial advisor at Allstreet Wealth

Westfield, INFiduciary advisor
Call the officeDirections

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeWestfield, IN
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Allstreet Wealth

Financial planningInvestment management for individuals and small businesses

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.

Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
    Allstreet WealthCurrent firm

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ryan

How do I contact Ryan?

Call Allstreet Wealth at (815) 978-2703 and ask for Ryan Patrick Dolan. Ryan works from the Westfield, IN office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does Ryan hold?

Series 65. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan paid?

Allstreet Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Harvest Investment Services
42yrs
Ivy M Emerick
Financial advisor
Westfield, IN
Top advisor by experience at Harvest Investment Services
CFP®
Call Directions
National Wealth Management Group
32yrs
James K Lewis III
Financial advisor
Westfield, IN
Top 12% by experience at National Wealth Management Group
Fiduciary
Call Directions

See all advisors near Westfield