CN
Craig A. Nieschwietz
DYNAMIC
FALLS CITY, TX 78113
Some features on this profile are disabled
CRD#: 5871236
CN
Professional summary
Craig Alan Nieschwietz, who also goes by Craig Nieschwietz, is a registered financial advisor currently at DYNAMIC located in Falls City, Texas.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Craig has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Craig Nieschwietz
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.
1.CRAIG NIESCHWIETZ - INSURANCE SALES; INVESTMENT RELATED: YES; ADDRESS: 209 W MAIN, KENEDY, TX 78119; POSITION: INDEPENDENT INSURANCE AGENT; 1/1/2014; NUMBER OF HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 1 HOURS PER MONTH
2.CRAIG NIESCHWIETZ PLLC - CPA PRACTICE; INVESTMENT RELATED: NO; ADDRESS: PO BOX 37 FALLS /CITY TX 78113; NATURE: POSITION: SOLE MANAGING MEMBER; START DATE: 03/2014; HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 175 HOURS PER MONTH
3. CRAIG NIESCHWIETZ & ASSOCIATES PLLC - SMLLC OF CRAIG NIESCHWIETZ PLLC; INVESTMENT RELATED: NO; ADDRESS: PO BOX 37 FALLS CITY TX 78113; POSITION: MANAGER; START DATE: 7/13/2019; HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 1 HOUR PER MONTH
4.NIESCHWIETZ INVESTMENTS LLC - REAL ESTATE; INVESTMENT RELATED: NO; ADDRESS: PO BOX 37 FALLS CITY TX 78113; POSITION: PRESIDENT; START DATE: 3/04/2013; HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 1 HOUR PER MONTH
5.NIESCHWIETZ PROPERTIES LLC - REAL ESTATE; INVESTMENT RELATED: NO; ADDRESS: PO BOX 37 FALLS CITY TX 78113; NATURE: POSITION: PRESIDENT; START DATE: 3/04/2013; HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 1 HOUR PER MONTH
6.NIESCHWIETZ FAMILY PARTNERS LP - REAL ESTATE; INVESTMENT RELATED: NO; ADDRESS: PO BOX 37 FALLS CITY TX 78113: POSITION: TRUSTEE/ATTORNEY IN FACT; START DATE: JULY 2010; HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 1 HOUR PER MONTH
7.NIESCHWIETZ FAMILY PARTNERS MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: PO BOX 37 FALLS CITY TX 78113; POSITION: MANAGER, TRUSTEE, AND ATTORNEY IN FACT; START DATE: JULY 2010; 10 HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 1 HOUR PER MONTH
8.PC AQUATICS LLC - WATER SALES; INVESTMENT RELATED: NO; PO BOX 303 FALLS CITY TX 78113: NATURE: AGRICULTURE; POSITION: MANAGER; START DATE: FEBRUARY 2006; 10 HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 1-9 HOURS; NUMBER OF HOURS DURING TRADING HOURS: 0 HOURS PER MONTH
9. PC PROPERTIES LLC - SMLLC OF PC AQUATICS LLC.; INVESTMENT RELATED: NO; PO BOX 303 FALLS CITY TX 78113; NATURE: REAL ESTATE HOLDINGS; POSITION: MANAGER; START DATE: 07/27/2016; 1 HOUR PER MONTH DEVOTED TO THE OTHER BUSINESS
10.BEAVER SERVICES, LLC AG AND SERVICE CO; INVESTMENT RELATED: NO; ADDRESS: PO BOX 37 FALLS CITY TX 78113; POSITION: MANAGER; START DATE: MAY 2012; NUMBER OF HOUR PER MONTH DEVOTED TO THE OTHER BUSINESS: 1-9 HOURS PER MONTH
11. MILEMARKER 9 LLC - MANAGEMENT COMPANY; INVESTMENT RELATED: NO; 50% OWNER; POSITION: MANAGER; MONTH DEVOTED TO THE OTHER BUSINESS: 1 HOUR PER MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Craig Alan Nieschwietz'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®
NoneExperience
Current
September 1, 2020 - Present
DYNAMIC
Office #1: 311 North Front Street, Falls City, TX 78113RIA
CRD#: 151367
FALLS CITY, TX
Past
January 20, 2014 - September 22, 2020
KMC WEALTH MANAGEMENT, LLC
RIA
CRD#: 167437
SAN ANTONIO, TX
Past
March 2, 2011 - November 7, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SAN ANTONIO, TX
Past
January 12, 2011 - November 7, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
SAN ANTONIO, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DY
DYNAMIC
401K EXTRA LLC | WOLF PRIVATE WEALTH | WISDOM WEALTH MANAGEMENT | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WERTH WEIL WEALTH MANAGEMENT INC. | WALKER MCMILLAN LLC | VICTORY INDEPENDENT PLANNING | SWISS AMERICAN WEALTH ADVISORS | SWENSON HUGHES WEALTH MANAGEMENT | SUNGARDEN INVESTMENT MANAGEMENT | STRATEGIC CAPITAL WEALTH MANAGEMENT LLC | STF WEALTH MANAGEMENT | STERLING SEQUOIA LLC | STEPHANIE BRUNO WEALTH ADVISOR | STAY TUNED CAPITAL | SEAGROVE WEALTH PARTNERS | SEA TO PEAK FINANCIAL ADVISORS | SAWAF FINANCIAL | RIDGEVALE FINANCIAL PLANNING | RENATUS PRIVATE WEALTH ADVISORS | REB PRIVATE WEALTH MANAGEMENT | RC WEALTH MANAGEMENT LLC | PROSPERITY WEALTH PLANNING | PRIORITAS FINANCIAL ADVISORS | PINNACLE PRIVATE ADVISORS | PALM CAPITAL MANAGEMENT | PALLADIAN WEALTH MANAGEMENT | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL PLANNERS | ONE TREE WEALTH MANAGEMENT, LLC | MUTUAL TRUST ADVISORY GROUP | MONTAGE PRIVATE WEALTH | MIKE ACEVEDO FINANCIAL PLANNING | MAY HILL CAPITAL LLC | MATZEN FINANCIAL | LIFESTONE FAMILY OFFICE | LIFEMANAGED | LEGACY FINANCIAL ADVISORS, LLC | HARDESTY PARTNERS | HANEI PRIVATE WEALTH ADVISORS | GILLESPIE INVESTMENT STRATEGIES, LLC | GARRETSON PLANNING | FULLER WEALTH MANAGEMENT | FULL PICTURE FINANCIAL, LLC | FORTRESS ASSET MANAGEMENT | FAIR STREET ADVISORS | ELLIOTT ASSET MANAGEMENT | EDWARD STORER & ASSOCIATES | DYNAMIC WEALTH ADVISORS | DYNAMIC ADVISOR SOLUTIONS LLC | DYNAMIC | DJM WEALTH STRATEGIES | DESMOND LIGGETT WEALTH ADVISORS | DAVINCI CAPITAL PARTNERS | CROOKED TREE CAPITAL ADVISORS | CRESTVIEW CAPITAL MANAGEMENT | COVENTRY FINANCIAL GROUP | CLEARVISTA ADVISORS | CLARITY CAPITAL ADVISORS | CHICHESTER FINANCIAL GROUP LLC | CENTENNIAL WEALTH MANAGEMENT | CENTENNIAL INVESTMENT ADVISORS | CATALINA WEALTH PARTNERS, LLC | BRIDGE FINANCIAL STRATEGIES | BLACK WALNUT WEALTH MANAGEMENT | BALANCED FINANCIAL SERVICES | ARROW WEALTH MANAGEMENT | AFFINITY FINANCIAL
CRD#: 151367 / SEC#: 801-72203
RIA
Registered Investment Advisory firm - (3/4/2011 Approved)Arizona
Registered Investment Advisory firm - (4/14/2012 Terminated)Massachusetts
Registered Investment Advisory firm - (12/12/2011 Terminated)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
Texas(9/1/2020)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
DY
DYNAMIC
401K EXTRA LLC | WOLF PRIVATE WEALTH | WISDOM WEALTH MANAGEMENT | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WERTH WEIL WEALTH MANAGEMENT INC. | WALKER MCMILLAN LLC | VICTORY INDEPENDENT PLANNING | SWISS AMERICAN WEALTH ADVISORS | SWENSON HUGHES WEALTH MANAGEMENT | SUNGARDEN INVESTMENT MANAGEMENT | STRATEGIC CAPITAL WEALTH MANAGEMENT LLC | STF WEALTH MANAGEMENT | STERLING SEQUOIA LLC | STEPHANIE BRUNO WEALTH ADVISOR | STAY TUNED CAPITAL | SEAGROVE WEALTH PARTNERS | SEA TO PEAK FINANCIAL ADVISORS | SAWAF FINANCIAL | RIDGEVALE FINANCIAL PLANNING | RENATUS PRIVATE WEALTH ADVISORS | REB PRIVATE WEALTH MANAGEMENT | RC WEALTH MANAGEMENT LLC | PROSPERITY WEALTH PLANNING | PRIORITAS FINANCIAL ADVISORS | PINNACLE PRIVATE ADVISORS | PALM CAPITAL MANAGEMENT | PALLADIAN WEALTH MANAGEMENT | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL PLANNERS | ONE TREE WEALTH MANAGEMENT, LLC | MUTUAL TRUST ADVISORY GROUP | MONTAGE PRIVATE WEALTH | MIKE ACEVEDO FINANCIAL PLANNING | MAY HILL CAPITAL LLC | MATZEN FINANCIAL | LIFESTONE FAMILY OFFICE | LIFEMANAGED | LEGACY FINANCIAL ADVISORS, LLC | HARDESTY PARTNERS | HANEI PRIVATE WEALTH ADVISORS | GILLESPIE INVESTMENT STRATEGIES, LLC | GARRETSON PLANNING | FULLER WEALTH MANAGEMENT | FULL PICTURE FINANCIAL, LLC | FORTRESS ASSET MANAGEMENT | FAIR STREET ADVISORS | ELLIOTT ASSET MANAGEMENT | EDWARD STORER & ASSOCIATES | DYNAMIC WEALTH ADVISORS | DYNAMIC ADVISOR SOLUTIONS LLC | DYNAMIC | DJM WEALTH STRATEGIES | DESMOND LIGGETT WEALTH ADVISORS | DAVINCI CAPITAL PARTNERS | CROOKED TREE CAPITAL ADVISORS | CRESTVIEW CAPITAL MANAGEMENT | COVENTRY FINANCIAL GROUP | CLEARVISTA ADVISORS | CLARITY CAPITAL ADVISORS | CHICHESTER FINANCIAL GROUP LLC | CENTENNIAL WEALTH MANAGEMENT | CENTENNIAL INVESTMENT ADVISORS | CATALINA WEALTH PARTNERS, LLC | BRIDGE FINANCIAL STRATEGIES | BLACK WALNUT WEALTH MANAGEMENT | BALANCED FINANCIAL SERVICES | ARROW WEALTH MANAGEMENT | AFFINITY FINANCIAL
CRD#: 151367 / SEC#: 801-72203
RIA
Registered Investment Advisory firm - (3/4/2011 Approved)Arizona
Registered Investment Advisory firm - (4/14/2012 Terminated)Massachusetts
Registered Investment Advisory firm - (12/12/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2415 East Camelback Road Suite 700, Phoenix, AZ 85016
Mailing Address
Phone number
(877) 257-3840
Established
Firm type
Fiscal year end
# of Employees
130
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,497 |
| AUM (Assets Under Management) | $ 5,341,333,686 |
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.
