Theresa
Krueg

Dynamic Wealth Advisors

CRD#2895251
Investment Advisor
in Chandler, AZ

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About this Advisor

Theresa Krueg is a financial advisor operating in Chandler, Arizona. Krueg is on the advisory team at Dynamic Wealth Advisors. Their career trajectory has included roles at Dynamic Wealth Advisors Dba Hanei Private Wealth Advisors, Dynamic Wealth Advisors Dba Renatus Private Wealth Advisors and Autus Asset Management, LLC. Krueg has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to serve investors in Arizona. Dynamic Wealth Advisors is a registered investment business headquartered in Phoenix, AZ. The investment advisory business has offices in 50 locations and a total of 120 people on staff. It controls $3 billion in assets between its 12,207 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 12,207 client accounts, 22% are held by high-net-worth clients who have greater than $1 million in assets. Dynamic Wealth Advisors offers a number of services, such as 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 advice usually vary depending on which service is provided. However, fee types charged by Dynamic Wealth Advisors most likely consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 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

Chandler, 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

Theresa Krueg Work History

Theresa has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Dynamic Wealth Advisors Dba Renatus Private Wealth Advisors

2020 - 2023 (3 years)

Autus Asset Management, LLC

2013 - 2020 (7 years)

Dynamic Wealth Advisors Dba Hanei Private Wealth Advisors

*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 Theresa Krueg 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

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

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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