Scott
Rader

Dynamic Wealth Advisors

CRD#5842833
Investment Advisor
in Bulverde, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Scott Rader is a financial advisor operating out of Bulverde, Texas, who has 5 years of industry experience. Rader currently works for Dynamic Wealth Advisors. Their career trajectory has included roles at Edward Jones, Oxford Asset Management. LLC and Dynamic Wealth Advisors. Rader maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Dynamic Wealth Advisors is an advisory firm based in Phoenix, AZ. The company has offices in 50 locations and a total of 120 advisors. It handles $3 billion in assets under management across its 12,207 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises four charitable organizations. Of its 12,207 client accounts, 22% belong to high-net-worth investors who have more than $1 million in assets available to invest. Dynamic Wealth Advisors offers 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. Fees for financial advisory services typically vary depending on the services. Fees charged by Dynamic Wealth Advisors can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

2376 Bulverde Road Suite 206
Bulverde, TX 78163

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.

Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management

$3,252,482,987

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

120

TX Average: 37
Total Number of Accounts

12,207

TX Average: 1,370
Average Account Size

$266,444

TX 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

Scott Rader Work History

Scott has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Dynamic Wealth Advisors

2013 - 2018 (5 years)

Oxford Asset Management. LLC

2010 - 2013 (3 years)

Edward Jones

*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 Scott Rader 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

Jeffrey Krueg
Phoenix, AZ
Mark Minarik
Idaho Falls, ID
Theresa Krueg
Chandler, AZ
Benjamin Fredlake
Phoenix, AZ
Thomas Mccann
Agoura Hills, CA
Christopher Ordway
Phoenix, AZ
Alecsander Zari
Phoenix, AZ
Cameron Juhnke
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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started