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Our financial advice team


Dennis Oltorik

Dennis Oltorik

Financial Advisor

Vice President
The Oltorik Group
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 11 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Employee Stock Options
  • Retirement Planning Strategies

Interests

Family - My wife, Shelley, and I have been married since 1986 and we have enjoyed being in our boys (Ross and Ryan - see photo album) lives. We enjoy sports, fitness and travel associated with snow and water skiing.

Awards & recognition

  • Ameriprise Circle of Success, 2015, 2016

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Cincinnati- Cincinnati, OH B.B.A. Marketing / Management, Minor Information Systems

Previous experience

  • Financial Advisor, Dean Witter Reynolds Inc., 1993-1996
  • Financial Advisor, Wells Fargo Advisors, LLC, 1996-2013
Newsletter

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Community participation

  • Alumni Member FBI Citizens Academy
  • Golden Bear grade school football coach
  • Habitat for Humanity - donor
  • Children Inc. - contributor