Steven
Kulesza

Dynamic Wealth Advisors

CRD#4677286
Investment Advisor
in Cave Creek, AZ

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About this Advisor

Steven Kulesza is a certified financial planner working out of Cave Creek, Arizona with a total of 1 year of relevant experience. Kulesza works at Dynamic Wealth Advisors. Kulesza has gained experience at Charles Schwab & Co., Inc, Mfd Distributor, LLC, Madison Investment Holdings, Inc, M.S. Howells & Co, Msh Capital Advisors LLC and Dynamic Wealth Advisors. Kulesza holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. Dynamic Wealth Advisors is a firm that has its headquarters in Phoenix, AZ. The firm has offices in 50 locations and a total of 120 advisors. It manages $3 billion in assets under management across its 12,207 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 12,207 accounts, 22% belong to high-net-worth investors who have more 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 for financial advisory services largely are based on the financial services offered. However, fees billed by Dynamic Wealth Advisors most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

Cave Creek, AZ

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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

Steven Kulesza Work History

Steven has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Dynamic Wealth Advisors

2019 - 2022 (3 years)

M.S. Howells & Co

2019 - 2022 (3 years)

Msh Capital Advisors LLC

2015 - 2019 (4 years)

Charles Schwab & Co., Inc

2013 - 2015 (2 years)

Mfd Distributor, LLC

2013 - 2015 (2 years)

Madison Investment Holdings, Inc

2008 - 2013 (5 years)

Charles Schwab & Co., 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 Steven Kulesza 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
Alecsander Zari
Phoenix, AZ
Christopher Ordway
Phoenix, AZ
Thomas Mccann
Agoura Hills, CA
Theresa Krueg
Chandler, AZ
Jeffrey Krueg
Phoenix, AZ
Cameron Juhnke
Prairie Village, KS
Benjamin Fredlake
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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