John Dombroski, Jr.CRD Number: 1789752
Current Firm: Client One Securities LLC
John Dombroski, Jr. (CRD# 1789752) is the president and Co-Founder of Grand Canyon Planning Associates, LLC and host of The Word on Wealth financial talk show. He has been helping Arizona residents with their retirement and estate planning needs since 1990. He offers Investment Advisory Services through Client One Securities, LLC.
John’s broad knowledge and financial expertise come from many years in the financial industry providing solutions to the financial challenges we all face when planning for retirement. John also works with CPAs by helping provide tax efficient retirement plans to clients and business owners. In many financial plans, real estate may be part of a portfolio. John has hands-on experience in this area from his lengthy tenure as an accomplished real estate broker in Arizona. This combined experience is the cornerstone of his successful and thriving financial and estate planning practice. Also, John continually has his finger on the pulse of all areas of finance keeping abreast of financial developments.
Sharing his expertise, John has been a keynote speaker at national financial industry conferences, offering his insight and perspective to hundreds of financial professionals. A speaker, lecturer, and author of financial articles, John is known to his peers as a consummate financial professional. He is dedicated to helping people grow, preserve, and retire with confidence. John integrates a financial plan and an estate plan which is critical for a successful outcome. John leads his team of professionals to assist clients create tax efficient plans culminating in sustainable income and the ultimate distribution of the client’s estate in a tax efficient manner.
Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor.
Grand Canyon Planning Associates, LLC and Client One Securities, LLC are not affiliated.
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|Client One Secuirites, LLC||L, KS||Jan 2012 - Current||5|
|Grand Canyon Planning||Scottsdale, AZ||Mar 2004 - Current||13|
|Investment Advisors Corp||Scottsdale, AZ||Oct 2008 - Dec 2011||3|
|Workman Securities Corporation||Eden Prairie, MN||Jul 2008 - Oct 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Regulatory Event
Total Assets Under Management263MILLIONS
Total Number of Accounts2,124ACCOUNTS
Average Account Value$123,641
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV