John Dombroski
John Dombroski is a registered investment advisor at Creativeone Securities, LLC, based in Scottsdale, AZ, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.
Fee Estimator
Location
9035 E. Mountain View Road, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2009Regulatory
April 2003Other Business ActivitiesSells Insurance
John manages several investment-related entities involving raw land and real estate rental, dedicating minimal time to each. He also works full-time as a representative for Grand Canyon Planning Associates, LLC, focusing on fixed insurance and document preparation, and owns a gift and antique store.
Employment History
Current Registrations
Creativeone Securities, LLC
Previous Registrations
Investment Advisors CORP
Workman Securities Corporation
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.
Exams
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