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JD

Justin R. Dopierala

DOMO CAPITAL MANAGEMENT
Waukesha, WI
Some features on this profile are disabled
CRD#: 5414893
JD

Professional summary


Justin Robert Dopierala is a registered financial advisor currently at DOMO CAPITAL MANAGEMENT, LLC located in Waukesha, Wisconsin.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Justin has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Justin Robert Dopierala'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®
None

Experience


Current

February 20, 2015 - Present

DOMO CAPITAL MANAGEMENT, LLC

RIA
CRD#: 144894
Waukesha, WI
Past

October 8, 2007 - December 31, 2014

DOMO CAPITAL MANAGEMENT, LLC

RIA
CRD#: 144894
GERMANTOWN, WI

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
(6/17/2021)
IAR
Illinois
(5/10/2022)
IAR
Louisiana
(11/29/2021)
IAR
Michigan
(4/6/2021)
IAR
New York
(3/12/2022)
IAR
Texas
(7/30/2021)
IAR
Washington
(10/21/2022)
IAR
Wisconsin
(2/20/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/4/2006
Uniform Investment Adviser Law Examination

Current Firm


DC
DOMO CAPITAL MANAGEMENT, LLC
DO-MO CAPITAL MANAGEMENT LLC | DOMO CAPITAL MANAGEMENT, LLC

CRD#: 144894 / SEC#:

California
Registered Investment Advisory firm - (6/17/2021 Approved)
Illinois
Registered Investment Advisory firm - (5/10/2022 Approved)
Louisiana
Registered Investment Advisory firm - (11/29/2021 Approved)
Michigan
Registered Investment Advisory firm - (2/2/2021 Approved)
New York
Registered Investment Advisory firm - (3/12/2022 Approved)
North Carolina
Registered Investment Advisory firm - (1/26/2022 Approved)
Texas
Registered Investment Advisory firm - (12/14/2021 Approved)
Washington
Registered Investment Advisory firm - (10/21/2022 Approved)
Wisconsin
Registered Investment Advisory firm - (12/31/2007 Approved)
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Contact information


Main Address
Waukesha, WI
Mailing Address
Phone number
+1 (800) 468-0686
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts156
AUM (Assets Under Management)$ 18,053,717

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


DOMO CAPITAL MANAGEMENT, LLC

CRD#: 144894Waukesha, WI

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