Dynamic Wealth Solutions LLC

Dynamic Wealth Solutions LLC (CRD# 170573) is a financial advisory firm headquartered in Southfield, MI. They manage $7,457,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $114,723
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

MI

Financial Advisors at Dynamic Wealth Solutions LLC
Showing 1 - 3 of 3 top financial advisors.
1
Timothy W. Hooker
CRD#: 6144190
32985 Hamilton Court, Suite 225, Farmington Hills, MI 48334
94
Wealthminder
score

Timothy Hooker (CRD# 6144190) is an Investment Advisor Representative working at Dynamic Wealth Solutions LLC in Farmington Hills, MI and has over 2 years of experience in the finance industry.

2
Kiernan R. Easton
CRD#: 6414879
29777 Telegraph Rd., Suite 2417, Southfield, MI 48034
88
Wealthminder
score

Kiernan Easton (CRD# 6414879) is an Investment Advisor Representative working at Dynamic Wealth Solutions LLC in Southfield, MI and has 1 year of experience in the finance industry.

3
Brian M. Smith
CRD#: 6316146
29777 Telegraph Rd., Suite 2417, Southfield, MI 48034
88
Wealthminder
score

Brian Smith (CRD# 6316146) is an Investment Advisor Representative working at Dynamic Wealth Solutions LLC in Southfield, MI and has over 2 years of experience in the finance industry.

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