Kevin A. Dolen

Male, 59 years old

With over twelve years of experience in the financial industry and the last 7 with Ameriprise Advisor Services, formally H&R Block Finanancial Advisors, Kevin has earned him many accolades, including the Elite Manager designation, and Leadership in executing Company Mission. Kevin has developed focuses in several areas, including Personal Investment Planning, Retirement Planning, and Insurance Planning and also small businesses. He holds NASD Series 7, 9, 10, 24, 31, and 66 securities licenses as well as the Indiana Life, Accident, and Health Insurance and Long-Term Care Indiana Partnership certifications. Specialties Delivery of Financial Advice, Management, compliance, recruiting, networking, leadership read more ...
  • golfing
  • sigma alpha epsilon
  • Lincoln
  • Purdue University
  • H & R Block
  • Owner
  • Sales Executive
  • Finance Executive
  • H & R Block Tax Services

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