Gregory
Dynek
Bellwether Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Gregory Dynek is a chartered financial analyst working out of South Bend, Nebraska who has 4 years of relevant experience. Dynek works at Bellwether Wealth. Throughout their career, they have worked at Prairie Ventures, Bluestem Fiber LLC, Modern Residential Properties, Kestra Advisory Services, LLC and Bellwether Advisors, LLC Dba Bellwether Wealth. Dynek can work in Nebraska. Bellwether Wealth is a financial advisory business based in South Bend, NE. It administers $455 million in assets among its 952 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 952 accounts, 21% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules are based on which services are offered. Fee types billed by Bellwether Wealth may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bellwether Wealth Brokerage Details
$454,674,905
7
952
$477,600
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Gregory Dynek Work History
Gregory has been registered as a financial advisor for 4 years.*
Bellwether Advisors, LLC Dba Bellwether Wealth
Bluestem Fiber LLC
Kestra Advisory Services, LLC
Prairie Ventures
Modern Residential Properties
*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 Gregory Dynek 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 Bellwether Wealth
South Bend, NE
South Bend, NE
South Bend, NE
South Bend, NE
South Bend, NE
South Bend, NE
Manchester, NH
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.