Courtney
Font
Dynamic Wealth Advisors
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About this Advisor
Courtney Font is a financial advisor based in Petoskey, Michigan, working with Dynamic Wealth Advisors. Courtney has previously held positions at Lpl Financial LLC, Northwestern Bank, Uvest Financial Services Group, Inc, Chemical Bank, and Dynamic Wealth Advisors Dba Crooked Tree Capital Advisors. Courtney has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Courtney is part of Dynamic Wealth Advisors, which operates out of Petoskey, Michigan. The firm has 54 offices and 125 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Dynamic Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Advisors Brokerage Details
$4,829,248,145
125
14,988
$322,208
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
Courtney Font Work History
Dynamic Wealth Advisors Dba Crooked Tree Capital Advisors
Chemical Bank
Lpl Financial LLC
Northwestern Bank
Uvest Financial Services Group, Inc
Disclosures
Please visit the SEC profile of Courtney Font to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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