Joanna Dossman

Retirement Planners of America

19 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning

Retirement Planners of America

Compensation

Fee-Only (AUM)

Firm Size

37 advisors

Number of Clients

6,827 clients

Average Client Portfolio

$582K average

Assets Under Management

$4.0B

Fee Structure

Financial Planning:Included in AUM fee

Location

2820 Dallas Parkway, Plano, TX, 75093

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Retirement Planners of America

June 2024 - Present · 1 yr 8 mos

Previous Registrations

Concourse Financial Group Securities, INC.Broker

February 2019 - May 2023 · 4 yrs 3 mos

Aig Capital Services, INC.Broker

January 2016 - June 2018 · 2 yrs 5 mos

Edward Jones

January 2014 - January 2016 · 2 yrs

Edward JonesBroker

February 2013 - January 2016 · 2 yrs 11 mos

1st Global Capital CORP.Broker

September 2011 - January 2013 · 1 yr 4 mos

NFP Securities, INC.Broker

May 2004 - July 2011 · 7 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.