Catharine Ann Dombrowski
Advisor at Cetera — Antioch, CA Sunset Lane
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
PFS™, Series 66
Experience Industry experience
19 years
Location
Antioch, CA 94509
Cetera
Institution
Catharine Dombrowski is a financial advisor with Cetera, holding the PFS™ and Series 66 credentials and has 19 years of industry experience. She has worked with multiple entities including Dombrowski Wealth Management, Lone Tree Investments & Wealth Management, and Accel Consulting. She is also the managing partner of Dombrowski & Associates CPAs LLP, a CPA firm, and owns Lone Tree Funding & Mortgage, a mortgage loan origination business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a large network of independent advisors and a multi-manager platform.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Antioch, CA Sunset Lane
3731 Sunset Lane, Suite 100
Antioch CA 94509
Advisors at this office
1
California
19 years of industry experience
Accel Consulting
2012 - Present • 14 years
Walnut Creek, CA
Dombrowski Wealth Management
2010 - Present • 16 years
Antioch, CA
Lone Tree Investments & Wealth Management
2010 - Present • 16 years
Antioch, CA
Cetera financial specialists LLC
2010 - Present • 16 years
Schuamburg, IL
Cetera
2010 - Present • 16 years
Schaumburg, IL
Lone Tree Funding & Mortgage
2003 - Present • 23 years
Antioch, CA
Dombrowski & Associates CPAs LLP
2002 - Present • 24 years
Walnut Creek, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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