PHOENIX, Feb. 2, 2022—Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, recently welcomed its first new Investment Advisor Representative (IAR) of 2022: Bill Hansen joined Dynamic Wealth Advisors dba Crooked Tree Capital Advisors in Petoskey, Mich. Established in 2012 by John Marshall, CFA®, CFP®, AIF®, Crooked Tree has been an affiliate advisory firm of Dynamic for nearly a decade. Dynamic’s U.S. network comprises approximately 80 wealth advisory practices in 17 states; it includes Independent Advisor Representatives (IARs) and Registered Investment Advisors (RIAs), serving nearly 5,000 clients and $3.5 billion in assets.
A native of Petoskey, Hansen provides comprehensive financial planning and investment management services to individuals and families, as well as fiduciary consulting and investment advisory services for foundations, endowments and qualified retirement plans. Prior to joining Crooked Tree Capital Advisors, Hansen was a financial advisor for Edward Jones for more than four years, working collaboratively with CPAs, attorneys and other professionals to help determine the most appropriate financial and retirement savings strategies for clients.
“Bill is a tremendous asset to Crooked Tree’s long-established reputation of integrity, serving clients in the Petoskey area,” said Jim Cannon, Dynamic founder and CEO. “As Bill carries on the firm’s tradition of building strong client relationships and service to the community, we look forward to their continued growth.”
Hansen holds the Accredited Asset Management Specialist (AAMS®) designation. He earned a Bachelor of Science degree in Education from Central Michigan University, where he graduated magna cum laude in 2014, and an Associate Degree from North Central Michigan College. He is a graduate of Petoskey High School.
An active member of the community, Hansen serves on the board of the Petoskey Little League and YMCA of Northern Michigan. He’s a member of the Petoskey Sunrise Rotary Club, part-time firefighter for the Resort-Bear Creek Fire Department and has coached for numerous baseball teams in the community. Hansen resides in Petoskey with his wife and daughter.
About Dynamic Advisor Solutions dba Dynamic Wealth Advisors
For successful wealth advisors who value independence and want to elevate their practices to the next level, Dynamic Advisor Solutions is a professional services provider, delivering a complete business and investment solution, myVirtualPractice™, to create efficiencies so advisors can focus on providing exceptional client experiences. For more information, visit DynamicAdvisorSolutions.com.
Bill Hansen is an Investment Advisor Representative with Dynamic Wealth Advisors dba Crooked Tree Capital Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.
Photo: Dennis Buchner, Unsplash
Dynamic Recognized for Third Consecutive Year in America’s Best TAMPs™ 2022
March 31, 2022
The Wealth Advisor
Dynamic Advisor Solutions: Why is the Fed Raising Rates and What are the Implications?
March 27, 2022
The Wealth Advisor
Dynamic Advisor Solutions: IAR Or RIA?
February 27, 2022
Financial Advisor IQ
Edward Jones Loses FA to Dynamic Wealth
February 04, 2022
Dynamic Announces First Wealth Advisor to Join U.S. Network in 2022
February 02, 2022
FemX Advisor Podcast
Stepping Outside Your Comfort Zone as a Female Financial Advisor with Michelle Kaufman, CFA®, CPWA®
February 01, 2022