Ammon J. Doman
STRATEGIC ADVOCATES
Orem, UT
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CRD#: 6562504
Professional summary
Ammon Joseph Doman, CFP®, who also goes by Ammon J Doman, is a registered financial advisor currently at STRATEGIC ADVOCATES, LLC located in Orem, Utah.
Ammon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ammon has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ammon J Doman
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.
1.) Wealth Advocates, LLC; Investment-Related; 255 S Main St., #100, Logan, UT; LLC; Independent Insurance agent; Start Date: 11/22/2019; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; Independent Insurance Agent for Various Independent Insurance Companies 2.) Strategic Advocates LLC; Investment-Related; 255 S Main St., #100, Logan, UT; LLC; RIA; Investment Adviser Representative; Start Date: 11/2022; 150 hours devoted monthly; 150 hours devoted monthly during trading hours; Manage client assets 3.) Doman Music Productions; Not Investment-Related; 320 S 250 E Orem, UT 84058; Sole Proprietorship; Owner; Start Date: 1/2005; 16 hours devoted monthly; 0 hours devoted during trading hours; Piano Instructor 4.) Doman Financial, LLC; Investment-Related; 320 S 250 E Orem, UT 84058; LLC; Owner; Start Date: 12/2021; 1 hour devoted monthly; 0 hours devoted during trading hours; Set up to receive payment/commission from RIA 5.) CreativeOne Securities, LLC; Investment-Related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; LLC; Broker Dealer; Investment Adviser Representative; Start Date: 3/2024; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; Commission Products
CRS (Client Relationship Summary) - RIA
Click below to view Ammon Joseph Doman'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®
Start date: 2019
Experience
Current
November 4, 2022 - Present
STRATEGIC ADVOCATES, LLC
RIA
CRD#: 316858
Orem, UT
Past
January 9, 2023 - March 12, 2024
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
ORANGE, CA
Past
May 18, 2021 - December 6, 2022
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Logan, UT
Past
March 16, 2020 - December 31, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
LOGAN, UT
Past
May 9, 2016 - March 19, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
PROVO, UT
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".
SA
STRATEGIC ADVOCATES, LLC
MICKELSON CONSULTING | WEALTH ADVOCATES | STRATICO WEALTH LLC | STRATICO WEALTH | STRATICO LLC | STRATICO CAPITAL CORP | STRATEGIC ADVOCATES, LLC | PATRICK JENKINS INC | MICKELSON FINANCIAL SERVICES, LLC
CRD#: 316858 / SEC#: 801-126262
RIA
Registered Investment Advisory firm - (7/29/2022 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(11/4/2022)
IAR
Texas(10/18/2024)
IAR
Utah(12/6/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
STRATEGIC ADVOCATES, LLC
MICKELSON CONSULTING | WEALTH ADVOCATES | STRATICO WEALTH LLC | STRATICO WEALTH | STRATICO LLC | STRATICO CAPITAL CORP | STRATEGIC ADVOCATES, LLC | PATRICK JENKINS INC | MICKELSON FINANCIAL SERVICES, LLC
CRD#: 316858 / SEC#: 801-126262
RIA
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Contact information
Main Address
255 S Main St Ste 140, Logan, UT 84321
Mailing Address
500 N Street Suite 30, Sacramento, CA 95814
Phone number
(888) 247-7753
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,622 |
| AUM (Assets Under Management) | $ 433,835,344 |
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.
