Vincent
Dobransky

Momentum Independent Network Inc

CRD#4220915
Investment Advisor
in Dallas, TX

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About this Advisor

Vincent Dobransky is a financial advisor based in Dallas, Texas with a total of 6 years of industry experience. Dobransky is currently employed by Momentum Independent Network Inc. Throughout their career, Dobransky has worked at Ameriprise Financial Services Inc, The Huntington Investment Company and Momentum Independent Network Inc. Dobransky holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to advise clients in Ohio and Wisconsin. Momentum Independent Network Inc is a registered investment company that has its headquarters in Dallas, TX. The company has offices in 93 locations and a total of 140 employees. It handles $825 million in total assets among its 3,028 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 3,028 accounts, just 8% belong to high-net-worth individuals who have more than $1 million in investable assets. The company has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules typically are based on which services are provided. Fee types billed by Momentum Independent Network Inc likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

717 N. Harwood Street Suite 3400
Dallas, TX 75201

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Momentum Independent Network Inc Brokerage Details

Total Assets Under Management

$824,546,760

TX Average: $3,042,739,679
Total Number of Employees

140

TX Average: 49
Total Number of Accounts

3,028

TX Average: 2,315
Average Account Size

$272,307

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Vincent Dobransky Work History

Vincent has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Momentum Independent Network Inc

2013 - 2013 (< 1 year)

Ameriprise Financial Services Inc

2013 - 2017 (4 years)

The Huntington Investment Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Vincent Dobransky 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 Momentum Independent Network Inc

Vincent Dobransky
Dallas, TX
Troy Smith
Salado, TX
Kevin Speas
Winston Salem, NC
Keith Hilliard
Dallas, TX
James Beck
Delray Beach, FL
Thomas Kirby
Henrico, VA
Allen Stansfield
Ogden, UT
Mathew Schweifler
Santa Rosa, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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