Hannah
Near
Dynamic Wealth Advisors
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About this Advisor
Hannah Near is a financial advisor based in Traverse City, Michigan, working with Dynamic Wealth Advisors. Hannah has previously worked at Edward Jones, Johnson Lambert, Raymond James Financial Services, Inc, Lyft, Mj Smith & Associates, Raymond James Financial Services Advisors, Inc, Stephens Consulting, LLC, Dynamic Wealth Advisors Dba Black Walnut Wealth Management, and as a contractor for Fp Alpha & Altfest Wealth Management Tax Consulting. Hannah has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Hannah is part of Dynamic Wealth Advisors, which operates in Traverse City, Michigan. The firm has 54 offices and 130 employees. Dynamic Wealth Advisors manages $5.3 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Dynamic Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Advisors Brokerage Details
$5,341,333,686
130
15,497
$344,669
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Hannah Near Work History
Dynamic Wealth Advisors Dba Black Walnut Wealth Management
Contractor : Fp Alpha & Altfest Wealth Management Tax Consulting
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Stephens Consultng, LLC
Edward Jones
Lyft
Raymond James Financial Services, Inc
Mj Smith & Associates
Edward Jones
Johnson Lambert
Disclosures
Please visit the SEC profile of Hannah Near to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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