Our Founder

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.

MEET ROBERT DOKKEN

Robert Dokken, an author, TV personality and lecturer, has been helping families and businesses protect their assets for nearly 30 years. Robert and his group of financial professionals work together to help you grow and protect your nest egg.

Robert created his Nest-Egg Stress Test© to help provide an analysis of your current financial picture by his team of investment advisors, and financial professionals. With their findings, they create a custom roadmap to help point you in the direction of your dreams.

Robert’s Accomplishments:

  • One of four financial advisors in the world inducted as charter members of the Advisors Excel HALL OF FAME.
  • Won Advisors Excel’s Financial Advisor of the Year 2 years in a row.
  • 8-year member of President George W. Bush’s Tax Advisory Board.
  • Recipient of the CONGRESSIONAL MEDAL OF DISTINCTION.
  • Recipient of the CONGRESSIONAL ORDER OF MERIT.
  • Listed in PRESIDENTIAL WHO’S WHO.
  • 15-year Television Business Correspondent who has broadcast from the floor of the New York Stock Exchange and the steps of the U.S. Capitol. He has appeared in CBS Sixty Minutes, supporting investment stories by Steve Croft.
  • 6-time member of the Million Dollar Round Table TOP OF THE TABLE.
  • Best-selling author of “Keep from Losing Your Stuff,” “The Keep from Losing your Stuff System” and “The Dokken Report” 30-minute weekly television show and column.

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.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@dokkenreport.com or call us at (800) 585-5604 today! 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.

Have Questions for
Robert Dokken?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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

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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