Dominic Russo
Dominic Russo is a registered investment advisor at Thrivent Investment Management INC., based in Poland, OH, with 17 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.
Location
46 S Main St, Poland, OH, 44514
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Regulatory History
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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Dominic is writing a book on stretching and strengthening for golfers, dedicating a few hours per week to this project. He also works a few hours per week at Bella Petrella's Restaurant, a family business involved in retail sales of sauces and salsa.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Firstmerit Advisors, INC.
Firstmerit Financial Services, INCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Invest Financial Corporation
Invest Financial CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
International Financial Services Capital CorporationBroker
State Registrations2 states
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.