Your retirement income should last as long as you do.

The Dokken Report is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

Alan Mercurio

President, Founder

MEET ROBERT DOKKEN

Robert Dokken, an author, TV personality and lecturer, has been helping families and businesses protect their assets for nearly 30 years.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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tax planning strategies

You may be able to use time to your advantage when investing for wealth accumulation.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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radio show

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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financial services

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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request a consultation

It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

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Privacy Policy | Terms of Use

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Dokken Report are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits, safety, security or guaranteed income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Dokken Report is not affiliated with the US government or any governmental agency.

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table.The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Robert Dokken or Dokken Report is stated or implied. Induction of an individual into "Advisors Excel Hall of Fame" is based on a financial professional's cumulative annuity production. It is not indicative of the individual's knowledge, experience, or past or future performance. Advisors Excel is an independent marketing organization located in Topeka, KS.

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