Anne
Ward
Dynamic Wealth Advisors
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About this Advisor
Anne Ward is a certified financial planner working in Lakeville, Minnesota. Ward is on the advisory team at Dynamic Wealth Advisors. Their career trajectory has included roles at Allodium Investment Consultants, LLC, Laurel Wealth Planning LLC and Dynamic Wealth Advisors Dba Wisdom Wealth Management, LLC. Ward maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Minnesota. Dynamic Wealth Advisors is a registered investment company based out of Phoenix, AZ. The investment advisory business has offices in 50 locations and a total of 120 people on staff. It handles $3 billion in total assets among its 12,207 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 12,207 client accounts, 22% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business has a wide assortment 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. Fees for financial advice largely are based on which services the firm provides the client. Fee types charged by Dynamic Wealth Advisors most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Advisors Brokerage Details
$3,252,482,987
120
12,207
$266,444
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
Anne Ward Work History
Anne has been registered as a financial advisor for 0 years.*
Dynamic Wealth Advisors Dba Wisdom Wealth Management, LLC
Laurel Wealth Planning LLC
Allodium Investment Consultants, LLC
*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 Anne Ward 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
Phoenix, AZ
Chandler, AZ
Phoenix, AZ
Phoenix, AZ
Agoura Hills, CA
Idaho Falls, ID
Phoenix, AZ
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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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.
