Bradley Mitchell Barrie
Investment adviser representative at Dynamic Wealth Group
28 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$266.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- Ceeros Financial ServicesFeb 2025 to now
- Dynamic Wealth GroupMar 2023 to now
- Dynamic Alpha GroupMay 2017 to now
- Ameriprise Financial Services, Inc.Apr 1998 to Jul 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (NV).
Dynamic Wealth Group
Legal name: Dynamic Wealth Group, LLC
$266.2MAssets managed
1Clients
1Advisers
3 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
- 3048587
- Firm CRD
- 326607