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Timothy William Hooker

Dynamic Wealth Solutions LLC

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About Timothy William Hooker

Timothy William Hooker is an investment advisor representative at Dynamic Wealth Solutions LLC. Timothy Hooker has been in the industry since 2014 and holds a Series 65 license. Timothy Hooker is registered in Michigan. Dynamic Wealth Solutions LLC manages assets for individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Timothy Hooker is currently registered with Dynamic Wealth Solutions LLC. Dynamic Wealth Solutions LLC is a registered investment advisor with the SEC. The firm manages approximately $55.07 million in assets for 362 clients, primarily individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Dynamic Wealth Solutions LLC provides portfolio management for individuals.

$55.07M

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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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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Timothy Hooker’s Registration & Firm History

MI

10/30/2024 - Present

Dynamic Wealth Solutions LLC (SOUTHFIELD MI)

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Licenses & Designations

IA

Issued 07/29/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy William Hooker.
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