NA
CFA
NA
CFA

Nathan Christopher Ankney

24 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
152 clients
Average Client Portfolio
$954K average
Assets Under Management
$145.0M

Fee Structure

Minimum Investment:$1M
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Location

9700 Village Center Drive, Suite 50-A, Granite Bay, CA, 95746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nathan is a California insurance agent selling various insurance products since 2008, dedicating about 10% of his time to this activity. He is also a California real estate agent since 2013 and a principal at Rosewind, LLC, spending minimal time on each of these activities.

Employment History
Current Registrations
Dynamic Wealth Strategies, LLC
June 2013 - Present · 12 yrs 8 mos
Previous Registrations
Independent Financial Group, LLC
August 2008 - June 2013 · 4 yrs 10 mos
Afa Advisor Services LLC
December 2007 - August 2008 · 8 mos
Altanes Investments, LLC
June 2007 - December 2007 · 6 mos
Lifestyle Design Group LLC
April 2002 - June 2007 · 5 yrs 2 mos
Wachovia Securities, INC.
October 2001 - July 2002 · 9 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.