DV
DV

Dominique Villaume

23 Years of Experience
5 Disclosures

Dominique Villaume is a registered investment advisor at Contego Capital Group, INC., based in Minneapolis, MN, with 23 years of industry experience. Dominique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 75 clients with $73M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
75 clients
Average Client Portfolio
$977K average
Assets Under Management
$73.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees may be reduced based on certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5354 Parkdale Drive, Suite 103, Minneapolis, MN, 55416

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History

Regulatory History (5)
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Financial
June 2021
Final
Financial
June 2021
Final
Financial
May 2021
Final
Financial
January 2021
Final
Financial
December 2020
Final
Employment History
Current Registrations
Contego Capital Group, INC.
January 2026 - Present · 3 mos
Previous Registrations
LPL Financial LLCBroker
October 2024 - January 2026 · 1 yr 3 mos
Secured Retirement Advisors, LLC
January 2023 - August 2024 · 1 yr 7 mos
Ameriprise Financial Services, LLC
February 2014 - January 2023 · 8 yrs 11 mos
Ameriprise Financial Services, LLCBroker
April 2010 - January 2023 · 12 yrs 9 mos
Capital Management Securities, INC.Broker
June 2008 - December 2009 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2007 - April 2008 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2007 - April 2008 · 1 yr 1 mo
RBC Dain Rauscher INC.
June 2006 - March 2007 · 9 mos
RBC Dain Rauscher INC.Broker
September 2005 - March 2007 · 1 yr 6 mos
Woodbury Financial Services, INC.Broker
September 2000 - April 2004 · 3 yrs 7 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.