Andrew
Leeman
Dynamic Wealth Advisors
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About this Advisor
Andrew Leeman is a financial advisor working out of Westlake, Ohio with a total of 1 year of relevant experience. Leeman is on the advisory team at Dynamic Wealth Advisors. During their career, Leeman has held roles at New York Life Insurance Co, Nylife Securities LLC, Cavaliers Holding LLC, Eastern Ohio Basketball Assoc, Webster University, Swenson'S Drive-Ins, LLC, Kent State University, Tuslaw High School, Halpern & Associates, Yes Wealth Partners LLC, Eagle Strategies LLC, Intrepid Wealth Partners, LLC and Dynamic Wealth Advisors Dba Swiss American Wealth Advisors. Leeman maintains Series 63 and Series 66 licenses, designating them as a securities agent, and can operate in Ohio. Dynamic Wealth Advisors is a financial advisory company that has its headquarters in Phoenix, AZ. It has offices in 50 locations and a total of 120 employees. It has $3 billion in total assets across its 12,207 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to four charities and foundations. Of its 12,207 customer accounts, 22% belong to high-net-worth individuals who have at least $1 million in investable assets. Dynamic Wealth Advisors has a diverse range 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. Financial management fee schedules largely vary depending on which service is provided. However, fee types charged by Dynamic Wealth Advisors can be comprised 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
Andrew Leeman Work History
Andrew has been registered as a financial advisor for 1 years.*
Dynamic Wealth Advisors Dba Swiss American Wealth Advisors
Eagle Strategies LLC
Intrepid Wealth Partners, LLC
Yes Wealth Partners LLC
Halpern & Associates
New York Life Insurance Co
Nylife Securities LLC
Cavaliers Holding LLC
Webster University
Swenson'S Drive-Ins, LLC
Eastern Ohio Basketball Assoc
Kent State University
Tuslaw High School
*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 Andrew Leeman 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
Prairie Village, KS
Chandler, AZ
Phoenix, AZ
Agoura Hills, CA
Phoenix, AZ
Phoenix, AZ
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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