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Conrad Michael Aarseth

Dynamic Wealth Strategies, LLC

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About Conrad Michael Aarseth

Conrad Michael Aarseth is a financial advisor with over 10 years of experience in the industry. Conrad is currently registered as an Investment Advisor Representative with Dynamic Wealth Strategies, LLC, located in Granite Bay, CA. Previously, Conrad worked with Independent Financial Group, LLC, and Ameriprise Financial Services, Inc. Conrad is a Certified Financial Planner and holds Series 7 and 66 licenses. Conrad specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Conrad focuses on working with individuals, high-net-worth individuals, charitable organizations and pooled investment vehicles.

Firm Information

Conrad Aarseth is currently registered with Dynamic Wealth Strategies, LLC. Dynamic Wealth Strategies, LLC is a financial advisory firm based in Granite Bay, California. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They manage approximately $133 million in assets for 424 clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Dynamic Wealth Strategies, LLC

9700 VILLAGE CENTER DRIVE

GRANITE BAY, CA 95746

$133.00M

Assets Under Management

5

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Conrad Aarseth’s Registration & Firm History

CA

06/14/2013 - Present

Dynamic Wealth Strategies, LLC (GRANITE BAY CA)

CA

02/28/2011 - 06/14/2013

INDEPENDENT FINANCIAL GROUP, LLC (SAN JOSE CA)

CA

11/04/2009 - 02/02/2011

AMERIPRISE FINANCIAL SERVICES, INC. (SACRAMENTO CA)

CA

06/21/2007 - 10/30/2009

INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 08/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Conrad Michael Aarseth.
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