Dynamic Wealth Advisors
Dynamic Wealth Advisors (CRD# 151367) is a financial advisory firm headquartered in Phoenix, AZ. They manage $4,829,248,145 in 14,988 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management4,829MILLION
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Total Number of Accounts14,988ACCOUNTS
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Average Account Value$322,208
- 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, VT, 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 11 years of experience in the finance industry.
David Matuszak (CRD# 1823057) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 27 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 12 years of experience in the finance industry.
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.
Kathleen Murray (CRD# 5155280) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 17 years of experience in the finance industry.
John Niederschmidt (CRD# 5732720) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 14 years of experience in the finance industry.
Craig Nieschwietz (CRD# 5871236) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Kenedy, TX and has over 13 years of experience in the finance industry.
Roger Nusbaum (CRD# 1291942) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 34 years of experience in the finance industry.
Ryan Olds (CRD# 4661294) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 18 years of experience in the finance industry.