Unclaimed Profile

Robert Verne Bolen

BOLEN ASSET MANAGEMENT, INC.·BRENTWOOD, Tennessee

Series 7, Series 63, Series 66Clean record24 years registeredBOLEN ASSET MANAGEMENT, INC.

7003 CHADWICK DR, BRENTWOOD, TN 37027CRD# 1557289Firm CRD# 128441

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Verne Bolen · BRENTWOOD, TN

Registration

CRD #1557289 · BOLEN ASSET MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

COGENTBLUE

Jul 2021 – present

WEALTHCARE ADVISORY PARTNERS LLC

Aug 2020 – Oct 2021

FRANKLIN, TN

UNITED INCOME, INC.

Mar 2018 – Apr 2020

Brentwood, TN

ENVISION WEALTH PLANNING

Apr 2007 – Dec 2018

BRENTWOOD, TN

BOLEN DODSON & ASSOCIATES

Mar 2004 – Apr 2007

FRANKLIN, TN

MERRILL LYNCH PIERCE FENNER & SMITH INC.

May 2002 – Oct 2003

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · May 9, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOLEN ASSET MANAGEMENT, INC.

CRD 128441 · SEC 801-96210

AUM

$85M

Regulatory assets under management

Employees

370 client accounts

Services offered by BOLEN ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOLEN ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Verne Bolen offer?

Robert Verne Bolen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRENTWOOD, Tennessee for a consultation.

What are Robert Verne Bolen's credentials?

Robert Verne Bolen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Verne Bolen located?

Robert Verne Bolen is based in BRENTWOOD, Tennessee, working with BOLEN ASSET MANAGEMENT, INC.. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.

How does Robert Verne Bolen charge for services?

Robert Verne Bolen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOLEN ASSET MANAGEMENT, INC.?

BOLEN ASSET MANAGEMENT, INC. has approximately 6 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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