Mark
Minarik

Dynamic Wealth Advisors

CRD#6316145
Investment Advisor
in Idaho Falls, ID

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About this Advisor

Mark Minarik is a financial advisor working in Idaho Falls, Idaho, who has 5 years of industry experience. Minarik is currently employed by Dynamic Wealth Advisors. Over the course of their career, they have held roles at Yellowstone Partners, LLC, Protection One and Dynamic Wealth Advisors Dba Centennial Wealth Management. Minarik maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Idaho, Montana, Utah and Washington. Dynamic Wealth Advisors is an advisory company that has its headquarters in Phoenix, AZ. The investment advisory business has offices in 50 locations and a total of 120 employees. It has $3 billion in total assets among its 12,207 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to four charitable organizations. Of its 12,207 accounts, 22% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Dynamic Wealth Advisors performs 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. Financial management fees largely depend on which services the firm provides the client. Fees billed by Dynamic Wealth Advisors likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

5 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

3340 Merlin Drive Suite 100
Idaho Falls, ID 83404

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Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management

$3,252,482,987

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

120

ID Average: 37
Total Number of Accounts

12,207

ID Average: 1,370
Average Account Size

$266,444

ID 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

Mark Minarik Work History

Mark has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Dynamic Wealth Advisors Dba Centennial Wealth Management

2014 - 2018 (4 years)

Yellowstone Partners, LLC

2013 - 2014 (1 year)

Protection One

*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 Mark Minarik 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

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