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
John Marshall (CRD# 5779788) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has 1 year of experience in the finance industry.
Alano Massi (CRD# 6259423) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 10 years of experience in the finance industry. Alano Massi 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.
David Matuszak (CRD# 1823057) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 26 years of experience in the finance industry.
Thomas McCann (CRD# 5949698) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Agoura Hills, CA and has over 11 years of experience in the finance industry. Thomas McCann 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 McNeely (CRD# 2985729) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Northridge, CA and has over 21 years of experience in the finance industry. Timothy McNeely 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.
Mark Minarik (CRD# 6316145) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Idaho Falls, ID and has over 9 years of experience in the finance industry.
Craig Morningstar (CRD# 2228731) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 31 years of experience in the finance industry.
Dylan Mumm (CRD# 6802796) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Denver, CO and has over 6 years of experience in the finance industry.
Kathleen Murray (CRD# 5155280) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 16 years of experience in the finance industry. Kathleen Murray 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.
John Niederschmidt (CRD# 5732720) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 13 years of experience in the finance industry.