Dale W. Meyer

DYNAMIC FINANCIAL SOLUTIONS

Glendale, AZ

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CRD#: 4815199

Professional summary

Dale Willis Meyer is a registered financial advisor currently at DYNAMIC FINANCIAL SOLUTIONS, LLC located in Glendale, Arizona.

Dale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Dale has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DYNAMIC FINANCIAL SOLUTIONS, LLC P.O. BOX 83976 PHOENIX, AZ 85071 INVESTMENT-RELATED; OWNERSHIP 100% DEPARTMENT OF ECONOMIC SECURITY FINANCIAL SERVICES ADMINISTRATION 1789 W. JEFFERSON, 4TH FLOOR N.E. PHOENIX, AZ 85007 FINANCIAL ANALYST, NONINVESTMENT-RELATED ACTIVITY, OWNERSHIP 0%. AZ NATURALS P.O. BOX 83976 PHOENIX, AZ 85071 NONINVESTMENT-RELATED ACTIVITY. FOUNDER & OFFICER. VOLUNTEER MANAGER & COACH FOR 501(C)3 NON-PROFIT YOUTH BASEBALL & FOOTBALL SPORTS ORGANIZATION. INDEPENDENT INSURANCE AGENT. TIME SPENT 10%, OWNERSHIP 100% INDEPENDENT CONTRACTOR FOR ACCOUNTING & TAX PREPARATION SERVICES FOR LIBERTY TAX SERVICES DBA RKA TAX, LLC; PROFOUND FINANCIAL, PLLC; & EQUITABLE TAX SOLUTIONS, LLC. NONINVESTMENT-RELATED ACTIVITY. SEASONAL. OWNERSHIP 0%. DANI GARDINER, CPA, MBA PROFOUND FINANCIAL, PLLC 7121 W. BELL ROAD SUITE 130 GLENDALE, AZ 85308 KYLE ANDERSON LIBERTY TAX SERVICES DBA RKA TAX, LLC 3528 W. GLENDALE AVE PHOENIX, AZ 85051 EQUITABLE TAX SOLUTIONS, LLC 24817 N. 37TH LANE GLENDALE, AZ 85310

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dale Willis Meyer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 13, 2007 - Present

DYNAMIC FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 144965

Glendale, AZ

Past

October 3, 2006 - July 16, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PHOENIX, AZ

Past

October 13, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 13, 2004 - July 16, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(11/13/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/1/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/27/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/12/2004

General Securities Representative Examination

Current Firm

DYNAMIC FINANCIAL SOLUTIONS, LLC

D.F.S. LLC | DYNAMIC FINANCIAL SOLUTIONS, LLC

CRD#: 144965 / SEC#:

Arizona

Registered Investment Advisory firm - (11/13/2007 Approved)

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Contact information

Main Address

Glendale, AZ

Mailing Address

P.o. Box 83976, Phoenix, AZ 85071-3976

Phone number

(602) 539-3198

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Dale W. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dale Willis Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

DYNAMIC FINANCIAL SOLUTIONS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/2007

Series 66

Date: 11/27/2004

Series 7

Date: 10/12/2004

Current Firm

DYNAMIC FINANCIAL SOLUTIONS, LLC

Contact information

Documents

Red Flags

Company Information

DYNAMIC FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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