Benjamin
Fredlake

Dynamic Wealth Advisors

CRD#5192286
Investment Advisor
in Phoenix, AZ

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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

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2415 East Camelback Road Suite 700
Phoenix, AZ 85016

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Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management

$3,252,482,987

AZ Average: $1,555,372,352
Total Number of Employees

120

AZ Average: 37
Total Number of Accounts

12,207

AZ Average: 1,370
Average Account Size

$266,444

AZ Average: $1,135,308

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
  • Other

Benjamin Fredlake Work History

Benjamin has been registered as a financial advisor for 4 years.*

2019 - Present (4 years)

Dynamic Wealth Advisors Dba Lifemanaged

2017 - 2019 (2 years)

Beacon Investment Advisers, LTD

2013 - 2017 (4 years)

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.

Disclosures

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

Mark Minarik
Idaho Falls, ID
Benjamin Fredlake
Phoenix, AZ
Christopher Ordway
Phoenix, AZ
Jeffrey Krueg
Phoenix, AZ
Timothy Garretson
Phoenix, AZ
Thomas Mccann
Agoura Hills, CA
Cameron Juhnke
Prairie Village, KS
Alecsander Zari
Phoenix, AZ

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 profile-compliance@smartasset.com.

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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.

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