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Dominique Perna

Advisor at Ameriprise — Mountain Home, AR

Updated today

Credentials

Series 63, Series 66

Experience

17 years

Location

Mountain Home, AR

Ameriprise logo

Ameriprise

Institution

Total advisors

13,129

Across 4,276 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Dominique Perna is a financial advisor with Ameriprise in Mountain Home, Arkansas, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Ameriprise and its related entities since 2016. Perna is also employed by Insperity PEO Services L.P., which provides employment compensation services to franchise advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning advice, utilizing proprietary research and third-party data.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Mountain Home, AR

Mountain Home AR

Advisors at this office

1

Most active in

Arkansas · California

Work history

17 years of industry experience

Ameriprise Financial Services, LLC

2020 - Present • 6 years

Glendale, CA

Ameriprise Financial Services, Inc.

2016 - 2020 • 4 years

Glendale, CA

UBS Financial Services

2014 - 2016 • 2 years

CA

Ameriprise

2010 - 2013 • 3 years

Glendale, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott S

Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Scott Sherry is an advisor with The Sherry Group, Inc. in Mountain Home, Arkansas, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Sherry Group since 2004 and previously worked at Signator Investors, Inc. and OSAIC. Outside of advisory work, he is engaged in farm labor activities. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm serves approximately 203 client households and manages around $130 million in assets, using a tailored approach that combines fundamental, technical, and cyclical analysis to build and monitor discretionary portfolios.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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H. Raymond S

ChFC®, Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

H. Raymond Sherry is a ChFC® credentialed financial advisor with 44 years of industry experience. He is the owner and advisor at The Sherry Group, Inc., where he has worked since 2007, and has prior experience with OSAIC and Signator Investors, Inc. Outside of his advisory role, he manages a farm where he breeds and sells horses and produces hay. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages about $130 million in client assets across 203 households, emphasizing tailored asset allocation and a blend of fundamental, technical, and cyclical analysis to create individualized portfolios.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Thomas C

CFP®, Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Thomas Czanstkowski is a CFP® with 28 years of industry experience, currently serving as an advisor at The Sherry Group, Inc. He has worked at the firm since 2007 and previously at Signator Investors, Inc. from 2016 to 2018. Czanstkowski is involved in community and charitable organizations, including board roles with the Mountain Home Bomber Boosters Foundation, the Fellowship of Christian Athletes, and Care Center Ministries. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis and offers access to third-party portfolio models and related financial products.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Andrew F

Series 63, Series 66

Mountain Home, AR

Kingsview Wealth Management, LLC

Andrew Farmer is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Kingsview in 2025, he spent 23 years with Edward Jones. Outside of advisory work, he is involved in a men's group focused on business, financial, fitness, and moral development. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm provides financial planning and ongoing wealth management, combining internal portfolio strategies with third-party managers and alternative investments.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Stephen F

Series 63, Series 65

Midway, AR

HBW Advisory Services LLC

Stephen Foley is a financial advisor with HBW Advisory Services LLC in Kerrville, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with HBW Advisory Services and HBW Insurance & Financial Services since 2010. Outside of his advisory role, Foley is the sole owner of Guadalupe Investment & Advisory Services, where he handles sales and marketing. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm combines tactical asset allocation, fixed income, and multi-manager diversification using third-party money managers and sub-advisers, and it supports its operations with AI tools for efficiency.

College savings (529s, UTMA, etc.)
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Anthony B

Series 63, Series 65

Norfork, AR

Alexander Capital Wealth Management LLC

Anthony Brasuell is a financial advisor at Alexander Capital Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alexander Capital Wealth Management since 2017, following 18 years at Edi Financial, Inc. Brasuell is the sole owner of Brasuell Financial Services, a non-investment-related business. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and utilizes both long- and short-term trading strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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