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DZ

Dominick A. Zizzo

IGNITE PLANNERS LLC
San Clemente, CA 92672
Some features on this profile are disabled
CRD#: 3218444
DZ

Professional summary

Dominick Anthony Zizzo is a registered financial advisor currently at IGNITE PLANNERS LLC located in San Clemente, California.

Dominick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Dominick has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

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 Dominick Anthony Zizzo's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 7, 2021 - Present

IGNITE PLANNERS LLC

Office #1: 109 E. Escalones, San Clemente, CA 92672
RIA
CRD#: 289797
San Clemente, CA
Past

November 20, 2018 - October 2, 2024

STONEX SECURITIES INC.

BD
CRD#: 18456
SAN CLEMENTE, CA
Past

October 27, 2017 - October 31, 2018

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SAN DIEGO, CA
Past

October 30, 2006 - February 6, 2018

GIRARD SECURITIES, INC.

BD
CRD#: 18697
SAN DIEGO, CA
Past

October 20, 2000 - October 19, 2006

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
IGNITE PLANNERS LLC
ATLAS INVESTMENT MANAGEMENT | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC

CRD#: 289797 / SEC#: 801-112029

RIA
Registered Investment Advisory firm - (11/13/2017 Approved)

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
California
(6/7/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/2/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/10/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/8/2007
General Securities Principal Examination

Current Firm

IP
IGNITE PLANNERS LLC
ATLAS INVESTMENT MANAGEMENT | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC

CRD#: 289797 / SEC#: 801-112029

RIA
Registered Investment Advisory firm - (11/13/2017 Approved)
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Contact information

Main Address
109 E. Escalones, San Clemente, CA 92672
Mailing Address
Phone number
(619) 504-1907
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/28/2025)

Regulatory assets under management

Total Number of Accounts3,892
AUM (Assets Under Management)$ 941,775,371

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

IGNITE PLANNERS LLC

CRD#: 289797San Clemente, CA 92672

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