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Joanna Dossman

Retirement Planners OF America

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About Joanna Dossman

Joanna Dossman is a Registered Investment Advisor (RIA) with Retirement Planners Of America located in Plano, TX. Joanna has over 11 years of experience in the financial services industry. Joanna previously worked with Concourse Financial Group Securities, Inc., AIG Capital Services, Inc., Edward Jones, and 1st Global Capital Corp.. Joanna holds the following licenses and certifications: Series 7, Series 24, and Series 66. Joanna's specialties include retirement planning and portfolio management for individuals.

Firm Information

Joanna Dossman is currently registered with Retirement Planners OF America. Retirement Planners of America, based in PLANO, TX, is a financial advisory firm that provides comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $3.6 billion in assets for over 15,000 clients. The firm participates in wrap fee programs.
Retirement Planners OF America

2820 DALLAS PARKWAY

PLANO, TX 75093

$3.56B

Assets Under Management

Not reported

Total Clients

39

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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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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percentage of assets

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

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Joanna Dossman’s Registration & Firm History

TX

06/18/2024 - Present

Retirement Planners OF America (PLANO TX)

TX

02/05/2019 - 05/12/2023

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (PROSPER TX)

NJ

01/04/2016 - 06/27/2018

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

TX

02/04/2013 - 01/14/2016

EDWARD JONES (ALLEN TX)

TX

09/12/2011 - 01/22/2013

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

TX

05/11/2004 - 07/01/2011

NFP SECURITIES, INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 01/10/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2005

Series 24 - General Securities Principal Examination

BC

Issued 06/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joanna Dossman.
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