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Dominick Ryan Anton

Twin Rivers Wealth Management

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About Dominick Ryan Anton

Dominick Anton is a financial advisor who is registered with Twin Rivers Wealth Management, a registered investment advisor. Dominick is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry for over six years. Dominick has experience in helping individuals and families with their financial planning needs, including retirement planning, college savings, and investment management. He also holds both Series 66 and Series 7 licenses. He has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized advice and service.

Firm Information

Dominick Anton is currently registered with Twin Rivers Wealth Management. Twin Rivers Wealth Management is an investment advisory firm located in Sacramento, California. The firm provides financial planning, pension consulting, and portfolio management for individuals and other investment advisers. They manage approximately $81 million in assets for 579 clients.

$81.00M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dominick Anton’s Registration & Firm History

CA

11/23/2020 - Present

Twin Rivers Wealth Management (SACRAMENTO CA)

CA

07/12/2014 - 03/06/2020

AMERIPRISE FINANCIAL SERVICES, LLC (FAIR OAKS CA)

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Licenses & Designations

BOTH

Issued 08/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dominick Ryan Anton.
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