DM
DM

Dominic J Messina

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
718 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$772.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

13548 Zubrick Road, Roanoke, IN, 46783

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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.

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Other Business ActivitiesSells Insurance

Dominic owns MKS Custom Creations, a sole proprietorship creating custom furniture, since 2015, dedicating about 10-20% of his time. He also serves as Director of Operations for Xartis Insurance Advisors LLC.

Employment History
Current Registrations
Org Partners
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Wealthshield Partners, LLC
October 2020 - July 2021 · 9 mos
Cresset Asset Management, LLC
March 2019 - October 2020 · 1 yr 7 mos
Evanston Advisors
September 2015 - April 2019 · 3 yrs 7 mos
J.P. Morgan Securities LLC
October 2012 - August 2015 · 2 yrs 10 mos
Chase Investment Services CORP.
September 2011 - October 2012 · 1 yr 1 mo
Edward Jones
January 2011 - June 2011 · 5 mos
State Registrations3 states
ILSCWI
Advisor
Exams
No exam information available for this advisor.