Jim DokkenWealth Advisor | AWMA®
Address
11850 Fountains Way
Maple Grove, Minnesota 55369
US
Phone
Email
About Jim Dokken
Career Highlights and Industry Expertise
- Financial industry professional since 2006
- Joined the company in 2023
- Series 6, 7, 63 and 65 registrations, held through LPL Financial
- Accredited Wealth Management Advisor (AWMA®)
Education
- Attended Anoka Ramsey Community College
- Graduated from the College of Financial Planning in 2016
Servicing Areas
Serving the Twin Cities and Northern Metropolitan regions and banking centers
Community involvement
- Small group leader for 9th grade boys at Eagle Brook Church
- Active volunteer for Bike4Kids and Feed My Starving Children
- Previous member of Anoka Chamber of Commerce
LinkedIn Page
https://www.linkedin.com/in/jim-dokken/With over two decades of experience in the financial industry, I recognize the importance of planning and am passionate about helping individuals pursue their financial goals. Outside the office, I cherish moments spent with my wife of 33 years and our two sons, exploring the world together and enjoying the outdoors.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
