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Grant Stephen Hadden

Dynamic Wealth Advisors

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About Grant Stephen Hadden

Grant Stephen Hadden is a financial advisor with Dynamic Wealth Advisors in Surprise, Arizona. Grant has been in the industry since 2012, working previously with Leigh Baldwin & Co., LLC and KMS Financial Services, Inc., Grant has passed the Series 7 and Series 66 exams. Grant specializes in financial planning, portfolio management for individuals, and pension consulting. Grant is registered to provide investment advisory services in Arizona.

Firm Information

Grant Hadden is currently registered with Dynamic Wealth Advisors. Dynamic Wealth Advisors is an investment advisor registered with the SEC, based in Surprise, AZ. They manage approximately $125,897,568 in assets for 685 clients. They specialize in providing financial planning and portfolio management services to individuals and high net worth individuals. They are also experienced in pension consulting.
Dynamic Wealth Advisors

14749 W. MOUNTAIN VIEW BLVD.

SURPRISE, AZ 85374

$125.90M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Grant Hadden’s Registration & Firm History

AZ

07/18/2014 - Present

Dynamic Wealth Advisors (SURPRISE AZ)

AZ

02/14/2014 - 11/09/2022

LEIGH BALDWIN & CO., LLC (SURPRISE AZ)

AZ

04/09/2012 - 12/31/2013

KMS FINANCIAL SERVICES, INC. (SURPRISE AZ)

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Licenses & Designations

BOTH

Issued 05/11/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grant Stephen Hadden.
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