Dynamic Wealth Advisors
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About this Advisor
Benjamin Fredlake is a certified financial planner based out of Phoenix, Arizona with 4 years of industry experience. Fredlake currently works for Dynamic Wealth Advisors. During their career, the advisor has held roles at Financial Concepts, Inc, Beacon Investment Advisers, LTD and Dynamic Wealth Advisors Dba Lifemanaged. Fredlake holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in Arizona. Dynamic Wealth Advisors is a business operating out of Phoenix, AZ. The firm has offices in 50 locations and a total of 120 employees. It has $3 billion in assets between its 12,207 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 12,207 customer accounts, 22% are associated with high-net-worth clients who have greater than $1 million in investable assets. Dynamic Wealth Advisors provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely vary depending on the services. Fees billed by Dynamic Wealth Advisors likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
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Dynamic Wealth Advisors Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Benjamin Fredlake Work History
Benjamin has been registered as a financial advisor for 4 years.*
Dynamic Wealth Advisors Dba Lifemanaged
Beacon Investment Advisers, LTD
Financial Concepts, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Benjamin Fredlake to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dynamic Wealth Advisors
Idaho Falls, ID
Agoura Hills, CA
Prairie Village, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.