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, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11,317 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Securities (C1S) offers several investment management options:
- CreativeOne Wealth Platform: Fees range from 0.55% to 2.5% annually, based on the value of your investments. The fee is negotiated, so clients receiving similar services may pay different fees.
- Separately Managed Accounts: Fees are a flat annual fee negotiated with your C1S Representative, based on the time and complexity required to manage your account.
- Client Choice Investment Management: Fees are up to 2.00% annually, based on the daily average value of the assets in your account.
A minimum of $25,000 is required for all management programs, except CreativeOne Wealth, LLC Alpha UMA which requires a minimum of $150,000.
Location
9035 East 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.