Dominic Mirretti (CRD# 4628745) is an Investment Advisor Representative working at Mirretti Perryman Wealth Strategies, LLC in Skokie, IL and has over 20 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evanston Youth Hockey Association | Evanston, IL | Sep 2021 - Current | 2 |
| Mirretti Perryman Wealth Strategies, LLC | Skokie, IL | Oct 2017 - Current | 6 |
| Raymond James Financial Services Advisors Inc. | Skokie, IL | Mar 2016 - Mar 2022 | 6 |
| Mirretti Perryman Wealth Strategies | Skokie, IL | Mar 2016 - Mar 2022 | 6 |
| Raymond James Financial Services, Inc. | Skokie, IL | Mar 2016 - Mar 2022 | 6 |
| Thrivent Financial For Lutherans | Appleton, WI | Jun 2003 - Mar 2016 | 12 |
| Thrivent Investment Management Inc. | Evanston, IL | Jan 2003 - Mar 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
- IL
- TX
-
Total Assets Under Management129MILLIONS
-
Total Number of Accounts525ACCOUNTS
-
Average Account Value$244,922
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IL, TX
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