linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Niewiadomski

Dynamic Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Niewiadomski

Michael Niewiadomski is a financial advisor registered with the state of Illinois and is affiliated with Dynamic Wealth Advisors. Michael has been in the industry for more than three years and is currently employed by Dynamic Wealth Advisors, working out of their Deerfield, Illinois office. Michael is a Certified Financial Planner and has passed the Series 7TO, SIE and Series 66 exams. Michael’s areas of specialization include portfolio management for individuals, financial planning, pension consulting, and educational seminars.

Firm Information

Michael Niewiadomski is currently registered with Dynamic Wealth Advisors. Dynamic Wealth Advisors is an investment advisor headquartered in Phoenix, Arizona, managing over $4.8 billion in assets for individuals, corporations, charitable organizations, pension plans, and other institutions. The firm provides financial planning, portfolio management, and other advisory services, including educational seminars and model portfolio services for third-party programs. They are licensed in multiple states across the US and serve clients nationwide.
Dynamic Wealth Advisors

2415 EAST CAMELBACK ROAD

PHOENIX, AZ 85016

$4.83B

Assets Under Management

60

Total Clients

89

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

model portfolio adviser services for third party program

Model portfolio adviser services for third party program

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Asset-based and flat fees for model portfolio adviser services

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Niewiadomski’s Registration & Firm History

AZ

05/08/2024 - Present

Dynamic Wealth Advisors (PHOENIX AZ)

IL

10/26/2022 - 04/09/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)

Not sure if Michael Niewiadomski is right for you?

Licenses & Designations

BOTH

Issued 07/12/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Niewiadomski.
Not sure if Michael Niewiadomski is right for you?