Dean D. Domask

DOMASK WEALTH MANAGEMENT

PHOENIX, AZ 85020

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CRD#: 2938547

Professional summary

Dean Douglas Domask, CFP® is a registered financial advisor currently at DOMASK WEALTH MANAGEMENT, LLC located in Phoenix, Arizona.

Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Dean has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Biography

At Domask Wealth Management, LLC we strive for ethical and trusted  relationships where we always put the client's needs first. Our clients  enjoy peace of mind, balance in their lives and exceptional customer  service. Our goal is to provide honest, objective and complete financial  service advice.

Dean Domask is the founder and owner of Domask Wealth Management. He  advises individuals, families, and business owners in wealth  management. Prior to starting Domask Wealth Management, Dean worked for  Charles Schwab for 13 years and has been in the finance industry for  over 24 years. He last served as Vice President and Schwab Private  Client advisor. Dean is a CERTIFIED FINANCIAL PLANNER™  and is a member  of the Financial Planning Association of Greater Phoenix.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Income Management

Estate Planning

Insurance Planning

Education Planning

Retirement Planning

Comprehensive Financial Planni...

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Douglas Domask's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

August 23, 2010 - Present

DOMASK WEALTH MANAGEMENT, LLC

Office #1: 7320 N Dreamy Draw Drive Suite 130, Phoenix, AZ 85020

RIA

CRD#: 154629

PHOENIX, AZ

Past

June 2, 2010 - September 2, 2010

HATTON CONSULTING, INC.

RIA

CRD#: 115585

PHOENIX, AZ

Past

July 15, 1998 - April 19, 2010

CHARLES SCHWAB & CO., INC.

CRD#: 5393

PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(8/23/2010)

IAR

Texas
(3/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/9/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/27/1998

General Securities Representative Examination

Current Firm

DOMASK WEALTH MANAGEMENT, LLC

DOMASK WEALTH MANAGEMENT | DOMASK WEALTH MANAGEMENT, LLC

CRD#: 154629 / SEC#:

Arizona

Registered Investment Advisory firm - (8/23/2010 Approved)

Texas

Registered Investment Advisory firm - (3/8/2022 Conditional Restricted)

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Contact information

Main Address

7320 N Dreamy Draw Drive Suite 130, Phoenix, AZ 85020

Mailing Address

Phone number

(602) 374-3744

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	180
AUM (Assets Under Management)	$ 106,160,300

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Dean D. Domask

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Douglas Domask's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOMASK WEALTH MANAGEMENT, LLC

HATTON CONSULTING, INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/9/1998

Series 7

Date: 3/27/1998

Current Firm

DOMASK WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DOMASK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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