Michelle
Kaufman Gulko

Dynamic Wealth Advisors

CRD#5174032
Investment Advisor
in Phoenix, AZ

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About this Advisor

Michelle Kaufman Gulko is a chartered financial analyst working out of Phoenix, Arizona who has 3 years of industry experience. Kaufman Gulko works at Dynamic Wealth Advisors. Over the course of their career, Kaufman Gulko has held roles at Dynamic Wealth Advisors Dba Prioritas Financial Advisors, Fidelity Brokerage Services LLC, Credit Suisse Securities (Usa) LLC and Bloomberg Lp. Kaufman Gulko has a Series 63 license, designating them as a securities agent, and is able to work in New Jersey and New York. Dynamic Wealth Advisors is an advisory firm operating out of Phoenix, AZ. The company has offices in 50 locations and a total of 120 advisors. It administers $3 billion in assets under management among its 12,207 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 12,207 accounts, 22% are held by high-net-worth clients who have more than $1 million in assets. The company provides a broad array 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 charged by financial advisors depend on which services are offered. However, fee types billed by Dynamic Wealth Advisors likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

3 years

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

2415 East Camelback Road Suite 700
Phoenix, AZ 85016

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Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management

$3,252,482,987

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

120

AZ Average: 37
Total Number of Accounts

12,207

AZ Average: 1,370
Average Account Size

$266,444

AZ 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

Michelle Kaufman Gulko Work History

Michelle has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Dynamic Wealth Advisors Dba Prioritas Financial Advisors

2018 - 2020 (2 years)

Fidelity Brokerage Services LLC

2014 - 2018 (4 years)

Bloomberg Lp

2006 - 2014 (8 years)

Credit Suisse Securities (Usa) 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 Michelle Kaufman Gulko 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

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

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.

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