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Stephen Morgan Pease

Dynamic Wealth Advisors

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About Stephen Morgan Pease

Stephen Pease is a financial advisor with Dynamic Wealth Advisors. Stephen is a Certified Financial Planner and has been in the industry since 2003. Stephen's primary areas of focus are financial planning, pension consulting, and providing educational seminars to clients.

Firm Information

Stephen Pease 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.

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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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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.

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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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other

Asset-based and flat fees for model portfolio adviser services

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Stephen Pease’s Registration & Firm History

AZ

04/25/2018 - Present

Dynamic Wealth Advisors (PHOENIX AZ)

CO

01/09/2007 - 10/05/2007

SWS FINANCIAL SERVICES (DURANGO CO)

CO

06/02/2003 - 01/04/2007

AMERICAN GENERAL SECURITIES INCORPORATED (DURANGO CO)

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Licenses & Designations

IA

Issued 07/24/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/31/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Morgan Pease.
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