Nathan Christopher Ankney
Investment adviser representative at Dynamic Wealth Strategies, LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$190.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Dynamic Wealth Strategies, LLCJun 2013 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Dynamic Wealth Strategies, LLC
$190.7MAssets managed
159Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2444651
- Firm CRD
- 167594