Unclaimed Profile

Nathan Christopher Ankney

DYNAMIC WEALTH STRATEGIES, LLC·GRANITE BAY, California

Series 7, Series 24, Series 63, Series 65Clean record24 years registeredDYNAMIC WEALTH STRATEGIES, LLC

9700 VILLAGE CENTER DRIVE, GRANITE BAY, CA 95746CRD# 2444651Firm CRD# 167594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nathan Christopher Ankney · GRANITE BAY, CA

Registration

CRD #2444651 · DYNAMIC WEALTH STRATEGIES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

DYNAMIC WEALTH STRATEGIES, LLC

Jun 2013 – present

INDEPENDENT FINANCIAL GROUP, LLC

Aug 2008 – Jun 2013

SAN JOSE, CA

AFA ADVISOR SERVICES LLC

Dec 2007 – Aug 2008

FOLSOM, CA

ALTANES INVESTMENTS, LLC

Jun 2007 – Dec 2007

FOLSOM, CA

LIFESTYLE DESIGN GROUP LLC

Apr 2002 – Jun 2007

SAN JOSE, CA

WACHOVIA SECURITIES, INC.

Oct 2001 – Jul 2002

SANTA CLARA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 30, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DYNAMIC WEALTH STRATEGIES, LLC

CRD 167594 · SEC 801-126356

AUM

$133M

Regulatory assets under management

Employees

424 client accounts

Services offered by DYNAMIC WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DYNAMIC WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Nathan Christopher Ankney offer?

Nathan Christopher Ankney specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in GRANITE BAY, California for a consultation.

What are Nathan Christopher Ankney's credentials?

Nathan Christopher Ankney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan Christopher Ankney located?

Nathan Christopher Ankney is based in GRANITE BAY, California, working with DYNAMIC WEALTH STRATEGIES, LLC. Their office serves clients in the GRANITE BAY metropolitan area and surrounding communities.

How does Nathan Christopher Ankney charge for services?

Nathan Christopher Ankney's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DYNAMIC WEALTH STRATEGIES, LLC?

DYNAMIC WEALTH STRATEGIES, LLC has approximately 8 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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