Joanna Dossman
Investment adviser representative at Retirement Planners of America
10 yearsExperience
1 stateRegistered in
$3.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Retirement Planners of AmericaJun 2024 to now
- Self-employedApr 2023 to Jun 2024
- Concourse Financial Group SecuritiesFeb 2019 to Apr 2023
- Concourse Financial Group DistributorsJan 2019 to Apr 2023
- LifetrendsJul 2018 to Dec 2018
- AIG Capital Services, Inc.Jan 2016 to Jul 2018
- American General Life InsuranceJan 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Retirement Planners of America
Legal name: Rpoa Advisors, Inc.
$3.6BAssets managed
5,657Clients
33Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4743768
- Firm CRD
- 157222