Cameron
Juhnke

Dynamic Wealth Advisors

CRD#6580674
Investment Advisor
in Prairie Village, KS

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About this Advisor

Cameron Juhnke is a financial advisor who works in Prairie Village, Kansas with 1 year of industry experience. Juhnke works at Dynamic Wealth Advisors. Their career trajectory has included roles at Hd Vest Investment Services, K.L. Johnson And Associates, Schowalter Villa, Waddell & Reed, Inc, Creative Planning, Inc and Dynamic Wealth Advisors. Juhnke has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Kansas. Dynamic Wealth Advisors is a financial advisory business based out of Phoenix, AZ. It has offices in 50 locations and a total of 120 employees. It administers $3 billion in total assets among its 12,207 accounts, making it one of the largest firms in the country by assets under management. The firm serves four charitable organizations. Of its 12,207 customer accounts, 22% are held by high-net-worth investors who have at least $1 million in assets available to invest. 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. Financial advisory fee schedules depend on the type of financial services. Fee types charged by Dynamic Wealth Advisors can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

Prairie Village, KS

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Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management

$3,252,482,987

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

120

KS Average: 37
Total Number of Accounts

12,207

KS Average: 1,370
Average Account Size

$266,444

KS 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

Cameron Juhnke Work History

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

2022 - Present (2 years)

Dynamic Wealth Advisors

2021 - 2022 (1 year)

Creative Planning, Inc

2018 - 2021 (3 years)

Waddell & Reed, Inc

2015 - 2018 (3 years)

Hd Vest Investment Services

2015 - 2018 (3 years)

K.L. Johnson And Associates

2013 - 2015 (2 years)

Schowalter Villa

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

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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