Timothy M Garretson
Investment adviser representative at Dynamic
13 yearsExperience
2 statesRegistered in
$5.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Dynamic Wealth Advisors dba Seagrove Wealth PartnersJul 2025 to now
- DynamicAug 2018 to now
- Dynamic Wealth Advisors dba Pinnacle Private AdvisorsAug 2018 to Jul 2025
- Bfc Planning, Inc.Aug 2016 to Aug 2018
- Berthel Fisher & Company Financial Services, Inc.Jan 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Dynamic
Legal name: Dynamic Advisor Solutions LLC
$5.6BAssets managed
5,634Clients
75Advisers
15 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
- 5285107
- Firm CRD
- 151367