Emily Dolan

Financial advisor at Parr McKnight Wealth Management Group, LLC · Minneapolis, MN

Last updated 2026-10-10

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Emily Dolan is a financial advisor at Parr McKnight Wealth Management Group, LLC in Minneapolis, MN, CRD 5171856. Licenses and exams on the registration: Series 66. IAPD registration began 2007-06-08.

Registration

CRD number
5171856
Registration status
Active
IAPD registration
2007-06-08
Industry Experience
19 years
Work Experience
15 years
States registered
MN

Licenses and exams

  • Series 66

Work history

  • 2020-02 to 2024-08 · Wells Fargo Advisors Financial Network, Llc/pmwmg · Minneapolis, MN
  • 2011-05 to 2018-02 · Stay At Home Mom · Medina, MN
  • 2018-02 to 2020-02 · Plt Inc · Plymouth, MN
  • 2024-08 to Present · Parr McKnight Wealth Management Group · Minneapolis, MN

Current employment

SEC IAPD record for Emily Dolan

Parr McKnight Wealth Management Group, LLC

Regulatory AUM
$1,068,581,930
Registered advisors
10
Offices
1
Clients per advisor
61.3 (Moderate)
Average AUM per client
$1.7M (Low)
High-net-worth client ratio
26.4% (Moderate)

Parr McKnight Wealth Management Group, LLC: advisors, services and reported ETF investments

About

Emily Dolan is a financial advisor at Parr McKnight Wealth Management Group, operating as Parr McKnight Wealth Management Group, LLC in Minneapolis, MN. Reported securities licenses include Series 66. The latest record indicates 19 years of industry experience and 15 years of reported work history. Reported roles include Wells Fargo Advisors Financial Network, Llc/pmwmg, Plt Inc, Stay At Home Mom.

Parr McKnight Wealth Management Group, LLC's firm-level Form ADV reports 10 advisors across 1 offices; approximately 61.3 clients per advisor, average assets per client of $1,743,201, and regulatory AUM of $1.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $307.3M across 71 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Emily Dolan personally.

Reported ETF positions

Parr McKnight Wealth reports 71 ETF positions worth $307.3M on Form 13F; the largest are listed.

Largest ETF positions reported by Parr McKnight Wealth
FundReported value
IVV — iShares Core S&P 500 ETF$41.7M
IEFA — iShares Core MSCI EAFE ETF$17M
BOND — PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund$14.5M
BND — Vanguard Total Bond Market ETF$14M
IUSB — iShares Core Universal USD Bond ETF$13.2M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Parr McKnight Wealth Management Group, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Location

333 S 7th Street, Suite 2370, Minneapolis, MN 55402

10 advisors at this office.

Parr McKnight Wealth office in Minneapolis, MN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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