David
Matuszak
Dynamic Wealth Advisors
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About this Advisor
David Matuszak is a financial advisor based in Phoenix, Arizona, working with Dynamic Wealth Advisors. David has previously held positions at Dynamic Wealth Advisors, Pathlight Investors, LLC, and Dynamic Wealth Advisors Dba Djm Wealth Strategies. David has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, David is part of Dynamic Wealth Advisors, which operates out of Phoenix, Arizona. The firm has 54 offices and 125 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Dynamic Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Advisors Brokerage Details
$4,829,248,145
125
14,988
$322,208
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
David Matuszak Work History
Dynamic Wealth Advisors Dba Djm Wealth Strategies
Pathlight Investors, LLC
Dynamic Wealth Advisors
Disclosures
Please visit the SEC profile of David Matuszak 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
Calabasas, CA
Agoura Hills, CA
Phoenix, AZ
Phoenix, AZ
Scottsdale, AZ
Phoenix, AZ
San Diego, CA
Phoenix, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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