Investment adviser representative · Dynamic Wealth Strategies, LLC
Conrad M. Aarseth
CRD 5156625 · Granite Bay, CA
At a glance
Conrad M. Aarseth is an investment adviser representative with Dynamic Wealth Strategies, LLC in Granite Bay, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Conrad’s SEC record dates to 2007, about 19 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Dynamic Wealth Strategies, LLCSince June 2013Granite Bay, CA · $191M in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Conrad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.