Ryan
Olds
Dynamic Wealth Advisors
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About this Advisor
Ryan Olds is a certified financial planner operating out of Phoenix, Arizona with a total of 3 years of industry experience. Olds currently works for Dynamic Wealth Advisors. Their career trajectory has included roles at Securities America, Inc, Securities America Advisors, Inc, Dynamic Wealth Advisors Dba Ridgevale Financial Planning and Commonwealth Financial Network. Olds holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Dynamic Wealth Advisors is a business operating out of Phoenix, AZ. The company has offices in 50 locations and a total of 120 advisors. It controls $3 billion in assets under management between its 12,207 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 12,207 accounts, 22% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Dynamic Wealth Advisors provides a number of services, including 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. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fee types charged by Dynamic Wealth Advisors can include 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
Ryan Olds Work History
Ryan has been registered as a financial advisor for 3 years.*
Dynamic Wealth Advisors Dba Ridgevale Financial Planning
Commonwealth Financial Network
Securities America, Inc
Securities America Advisors, Inc
*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 Ryan Olds 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
Phoenix, AZ
Prairie Village, KS
Chandler, AZ
Phoenix, AZ
Agoura Hills, CA
Phoenix, AZ
Idaho Falls, ID
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.
