Dynamic Wealth Advisors
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About this Advisor
Timothy Garretson is a financial advisor working out of Phoenix, Arizona, who has 5 years of relevant experience. Garretson is currently employed by Dynamic Wealth Advisors. Over the course of their career, they have held roles at Berthel Fisher & Company Financial Services, Inc, Bfc Planning, Inc and Dynamic Wealth Advisors Dba Garretson Planning. Garretson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Arizona and California. Dynamic Wealth Advisors is an advisory firm headquartered in Phoenix, AZ. The company has offices in 50 locations and a total of 120 financial advisors. It administers $3 billion in assets among its 12,207 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 12,207 client accounts, 22% are associated with high-net-worth clients who have at least $1 million in investable assets. Dynamic Wealth Advisors provides 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. A financial advisor's fee schedules largely depend on the services. Fees charged by Dynamic Wealth Advisors likely include some blend 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
Timothy Garretson Work History
Timothy has been registered as a financial advisor for 5 years.*
Dynamic Wealth Advisors Dba Garretson Planning
Bfc Planning, Inc
Berthel Fisher & Company Financial Services, 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 Timothy Garretson 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
Prairie Village, KS
Idaho Falls, ID
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 firstname.lastname@example.org.
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