Dominic Mirretti has been Managing Partner of Mirretti Perryman Wealth Strategies since October 2017, is a control person of the firm and directly owns between 50% and 75% of it. Dominic Mirretti holds a Bachelor's degree from Lake Forest College.
Mirretti Perryman Wealth Strategies, LLC is a Skokie, IL firm with $179M under management, 178 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Dominic Mirretti is Principal of Mirretti Perryman Wealth Strategies, based in Skokie, IL. He is the owner and lead financial advisor of the firm, a Registered Investment Advisor that creates customized investment portfolios for clients. He has over 20 years of experience in the financial industry and works on retirement planning, tax optimization and wealth preservation.
Dominic Mirretti’s longest registration was 11 years at Thrivent Investment Management Inc. (2004–2016). Before joining Mirretti Perryman Wealth Strategies in 2022, Dominic Mirretti was registered through Raymond James Financial Services Advisors, Inc and Thrivent Investment Management Inc.
- – present · 4 yearsSkokie, IL · Adviser representative · Firm CRD 319408
- Raymond James Financial Services Advisors, Inc– · 6 yearsSkokie, IL · Adviser representative · Firm CRD 149018
- Thrivent Investment Management Inc.– · 11 yearsEvanston, IL · Adviser representative · Firm CRD 18387
Investment adviser representative registrations
Dominic Mirretti is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in April 2022.
- IllinoisSince 15 April 2022
- TexasResidentSince 18 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 4 October 2016 |
| Series 66 | Uniform Combined State Law Examination | 22 October 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 May 2003 |
| Series 7 | General Securities Representative Examination | 17 April 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Dominic Stephen Mirretti
- CRD
- 4628745
- Firm
- Mirretti Perryman Wealth Strategies · CRD 319408
- Role
- Managing Partner
- Office
- 4711 GOLF ROAD, SUITE 402, Skokie, IL 60076
- Registration
- Investment adviser registration
- In the industry since
- April 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mirrettiperryman.com
Where does Dominic Mirretti work?
Dominic Mirretti has been Managing Partner of Mirretti Perryman Wealth Strategies, LLC since October 2017, and is a control person of the firm.
Is Dominic Mirretti a financial advisor?
Yes. Dominic Mirretti has a current investment-adviser registration in Illinois and Texas, through Mirretti Perryman Wealth Strategies since April 2022.
How many years of experience does Dominic Mirretti have?
Dominic Mirretti has 23 years in the financial industry, since April 2003, across 3 adviser firms.
What exams has Dominic Mirretti passed?
Dominic Mirretti has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 24. The earliest, the Series 7, was passed in April 2003. FINRA credited Dominic Mirretti with the SIE, which began in October 2018.
Where did Dominic Mirretti work before Mirretti Perryman Wealth Strategies?
Before Mirretti Perryman Wealth Strategies, Dominic Mirretti was registered through Thrivent Investment Management Inc., December 2004 to March 2016.
Where is Dominic Mirretti based?
Dominic Mirretti’s registered office is in Skokie, IL.
Is Dominic Mirretti registered with FINRA?
No. Dominic Mirretti has no current broker registration.
How can I verify Dominic Mirretti’s record?
Search CRD 4628745 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dominic Mirretti’s full registration record.
