Dynamic Wealth Advisors
Dynamic Wealth Advisors (CRD# 151367) is a financial advisory firm headquartered in Phoenix, AZ. They manage $3,252,482,987 in 12,207 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management3,252MILLION
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Total Number of Accounts12,207ACCOUNTS
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Average Account Value$266,444
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
Benjamin Fredlake (CRD# 5192286) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 6 years of experience in the finance industry. Benjamin Fredlake 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.
Timothy Garretson (CRD# 5285107) is an Investment Advisor Representative working at Dynamic Wealth Advisors in San Diego, CA and has over 16 years of experience in the finance industry.
John Gillespie (CRD# 1231758) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 39 years of experience in the finance industry.
Francis Gillis (CRD# 1590453) is an Investment Advisor Representative with Dynamic Wealth Advisors in Fort Collins, CO and has over 30 years of experience in the finance industry. Francis Gillis owns and operates 401k Extra LLC.
Lucas Gillis (CRD# 7067927) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Fort Collins, CO and has over 4 years of experience in the finance industry.
Erin Goergen (CRD# 4646127) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 20 years of experience in the finance industry. Erin Goergen 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.
Matthew Hansen (CRD# 5292258) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Queen Creek, AZ and has over 8 years of experience in the finance industry.
William Hansen (CRD# 6817886) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 5 years of experience in the finance industry.
Justin Hardesty (CRD# 2937666) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Canton, OH and has over 23 years of experience in the finance industry.
Marina Hernandez (CRD# 6377638) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Merion Station, PA and has 1 year of experience in the finance industry. Marina Hernandez 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.