John
Steinbock

Dynamic Market Advantage, LLC

CRD#6916710
Investment Advisor
in Louisville, KY

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About this Advisor

John Steinbock is a financial advisor based in Louisville, Kentucky, working with Dynamic Market Advantage, LLC. John has previously held positions at Warren Wilson College, Dynamic Market Advantage, LLC, Money Concepts Capital Corp, Money Concepts Advisory Service, and Guidance Capital, Inc. John has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, John is part of Dynamic Market Advantage, LLC, which operates out of Louisville, Kentucky. The firm has 4 employees and manages assets totaling $243.6 million. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Dynamic Market Advantage, LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

2020 High Wickham Place Suite 200
Louisville, KY 40245

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Dynamic Market Advantage, LLC Brokerage Details

Total Assets Under Management

$243,615,261

KY Average: $949,722,027
Total Number of Employees

4

KY Average: 35
Total Number of Accounts

1,196

KY Average: 1,296
Average Account Size

$203,692

KY Average: $732,810

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

John Steinbock Work History

2022 - Present (3 years)

Dynamic Market Advantage, LLC

2018 - 2022 (4 years)

Money Concepts Capital Corp

2018 - 2022 (4 years)

Money Concepts Advisory Service

2018 - 2020 (2 years)

Guidance Capital, Inc

2012 - 2016 (4 years)

Warren Wilson College

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Disclosures

Please visit the SEC profile of John Steinbock 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 Market Advantage, LLC

John Steinbock
Louisville, KY
Nathan Rummel
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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