Financial Advisor IQ

Edward Jones Loses FA to Dynamic Wealth

February 04, 2022

By Alex Padalka

Dynamic Wealth Advisors says it has recruited its first U.S. based advisor for the year.

Bill Hansen joined Dynamic Wealth Advisors, doing business as Crooked Tree Capital Advisors, in Petoskey, Michigan, according to the firm. He offers financial planning and investment management to individuals and families, as well as fiduciary consulting and investment advice for foundations, endowments and qualified retirement plans, Dynamic says.

Hansen comes to Dynamic from Edward Jones, where he’d been since starting his career in the financial services industry in 2017, according to BrokerCheck and the Securities and Exchange Commission’s Investor Advisor Public Disclosure database.

Dynamic’s U.S. network now has around 80 wealth management practices in 17 states overseeing $3.5 billion for close to 5,000 clients, the company says.

Last summer, Dynamic launched a new service dubbed “Concierge” that provides advisors with an assistant for administrative work as an alternative to virtual assistants or hiring more staff, as reported.

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: AbsolutVision, Unsplash

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