Dynamic Wealth Advisors

Dynamic Wealth Advisors (CRD# 151367) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $537,669,183 in 3,397 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    538
    MILLION
  • Total Number of Accounts
    3,397
    ACCOUNTS
  • Average Account Value
    $158,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MI, NC, NJ, NM, NV, NY, OH, SC, TX, VA

Financial Advisors at Dynamic Wealth Advisors
Showing 1 - 10 of 32 top financial advisors.
1
Stephanie Bruno
CRD#: 2952200
7150 East Camelback Road, Suite 444, Scottsdale, AZ 85251
96
Wealthminder
score

Stephanie Bruno (CRD# 2952200) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Scottsdale, AZ and has over 13 years of experience in the finance industry. Stephanie Bruno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Courtney M. Font
CRD#: 4860482
267 Creekside Drive, Petoskey, MI 49770
96
Wealthminder
score

Courtney Font (CRD# 4860482) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 12 years of experience in the finance industry. Courtney Font has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Julie A. Kern
CRD#: 4592242
11111 N Scottsdale Rd., Suite 205, Scottsdale, AZ 85254
96
Wealthminder
score

Julie Kern (CRD# 4592242) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Scottsdale, AZ and has over 14 years of experience in the finance industry. Julie Kern has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeffrey S. Matzen
CRD#: 4802016
180 W. Michigan Ave., Suite 800, Jackson, MI 49201
96
Wealthminder
score

Jeffrey Matzen (CRD# 4802016) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Jackson, MI and has over 12 years of experience in the finance industry. Jeffrey Matzen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Sean A. Rogers
CRD#: 5470167
9480 Corkscrew Palms Cir., Ste #3, Estero, FL 33928
96
Wealthminder
score

Sean Rogers (CRD# 5470167) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Estero, FL and has over 7 years of experience in the finance industry. Sean Rogers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Claudia Arnold-Sawaf
CRD#: 4470063
7150 East Camelback Road, Suite 444, Scottsdale, AZ 85251
93
Wealthminder
score

Claudia Arnold-Sawaf (CRD# 4470063) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Scottsdale, AZ and has over 15 years of experience in the finance industry.

7
Vincent J. Asaro
CRD#: 703486
16957 18 Mile Rd, Clinton Township, MI 48038
93
Wealthminder
score

Vincent Asaro (CRD# 703486) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Clinton Township, MI and has over 36 years of experience in the finance industry.

8
James R. Cannon
CRD#: 1755987
7150 East Camelback Road, Suite 444, Scottsdale, AZ 85251
93
Wealthminder
score

James Cannon (CRD# 1755987) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Scottsdale, AZ and has over 29 years of experience in the finance industry.

9
Ronald Crupe
CRD#: 5705882
Chandler, AZ
93
Wealthminder
score

Ronald Crupe (CRD# 5705882) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Chandler, AZ and has over 7 years of experience in the finance industry.

10
Margot S. Davis
CRD#: 4620184
7150 East Camelback Road, Suite 444, Scottsdale, AZ 85251
93
Wealthminder
score

Margot Davis (CRD# 4620184) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Scottsdale, AZ and has over 13 years of experience in the finance industry.

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