Dominic
Messina

Org Partners

CRD#5868783
Investment Advisor
in Roanoke, IN

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About this Advisor

Dominic Messina is a financial advisor based in Roanoke, Indiana, working with Org Partners. Dominic has previously held positions at J.P. Morgan Securities LLC, Evanston Investments Inc Dba Evanston Advisors, Cresset Asset Management, LLC, Wealthshield Partners, LLC, and Org Partners. Dominic has passed the Series 66 regulatory exam and is registered to provide services in Illinois, South Carolina, and Wisconsin. Currently, Dominic is part of Org Partners, which operates out of Roanoke, Indiana. The firm has 11 offices and 22 employees. The firm manages assets totaling $983.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Org Partners includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

13548 Zubrick Road
Roanoke, IN 46783

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Org Partners Brokerage Details

Total Assets Under Management

$983,937,880

IN Average: $1,347,246,178
Total Number of Employees

22

IN Average: 46
Total Number of Accounts

3,016

IN Average: 1,775
Average Account Size

$326,239

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Dominic Messina Work History

2021 - Present (3 years)

Org Partners

2020 - 2021 (1 year)

Wealthshield Partners, LLC

2019 - 2020 (1 year)

Cresset Asset Management, LLC

2015 - 2019 (4 years)

Evanston Investments Inc Dba Evanston Advisors

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

Disclosures

Please visit the SEC profile of Dominic Messina to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Org Partners

Catherine Bailey
Roanoke, IN
Angel Way
Roanoke, IN
Douglas Wood
Dallas, TX
Jeffrey Cismoski
Roanoke, IN
Dominic Messina
Roanoke, IN
George Elias
Brunswick, OH
William Little
Dallas, TX
Alisha Reilly
Roanoke, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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