Advisor at Portside Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Portside Wealth Group, LLC
Location
Lakewood, CO 80228
Credentials
Series 66
Industry experience
14 years
Kimberly Doleman is a financial advisor at Portside Wealth Group, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Concorde Investment Services, DFPG Investments, and Allegis Investment Services. Outside of finance, she serves as Chair of the Accountability Committee for Littleton Prep Charter School and works as a registered nurse at Advent Health. Portside Wealth Group provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, emphasizing tailored management using model portfolios, sub-advisers, and third-party money managers.
Based on Portside Wealth Group, LLC
Based on Portside Wealth Group, LLC
Project fees for financial planning range from $100 to $10,000 depending on complexity; general consulting available at an annual flat rate, negotiable.
0% to 2% annually (negotiable, varies by account size, services, and complexity)
Certain advisory persons are registered representatives and insurance agents and receive commissions separately from advisory fees.
$150 to $350 per hour for financial planning services, negotiable.
Fee-only: Portfolio management fees are fee-only (no commissions) but some associated persons receive commissions separately for insurance and securities sales.
300 Union Blvd
Lakewood, CO 80228
Colorado · Texas
Portside Wealth Group
2023 - Present (3 years)
Concorde Investment Services
2023 - 2024 (1 year)
DFPG Investments, Inc
2019 - 2023 (4 years)
Doleman Wealth Management, LLC
2018 - Present (8 years)
TownSquare Capital, LLC
2018 - 2023 (5 years)
Allegis Investment Services
2015 - 2019 (4 years)
Allegis Investment Advisors
2015 - 2018 (3 years)
Advent Health
2005 - Present (21 years)
J. Daniel Brinker & Company
2000 - 2017 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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