Dylan T. Flategraff

DYNIC WEALTH MANAGEMENT LLC

Vadnais Heights, MN

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CRD#: 5979881

Professional summary

Dylan Thomas Flategraff, CFP® is a registered financial advisor currently at DYNIC WEALTH MANAGEMENT LLC located in Vadnais Heights, Minnesota.

Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Dylan has worked at 5 firms and has passed the Series 63, SIE 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.

1. Concordia University; Not Investment Related; 1282 Concordia Ave, , St. Paul, MN. 55104; University; Adjunct Professor; Teaching undergrad economics courses--usually 1 per semester; 11/1/2025; 20 Hours per month 2. University of St. Thomas; Not Investment Related; 2115 Summit Ave, , St. Paul, MN. 55105; Adjunct Professor; Teaching undergrad finance classes--usually 1 per semester; 3/1/2026; 20 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Thomas Flategraff'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

August 8, 2022 - Present

DYNIC WEALTH MANAGEMENT LLC

RIA

CRD#: 321782

Vadnais Heights, MN

Past

February 4, 2014 - May 5, 2022

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ST PAUL, MN

Past

May 3, 2013 - May 5, 2022

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ST PAUL, MN

Past

April 22, 2013 - May 6, 2013

QUESTAR CAPITAL CORPORATION

CRD#: 43100

ST LOUIS PARK, MN

Past

January 3, 2013 - March 26, 2013

ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612

GOLDEN VALLEY, MN

Past

October 19, 2011 - December 4, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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
(10/26/2022)

IAR

Minnesota
(8/8/2022)

IAR

New York
(8/8/2022)

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

Series 63

Date: 11/21/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/18/2011

General Securities Representative Examination

Current Firm

DYNIC WEALTH MANAGEMENT LLC

CONTINUUM WEALTH MANAGEMENT LLC | DYNIC WEALTH MANAGEMENT LLC

CRD#: 321782 / SEC#:

Arizona

Registered Investment Advisory firm - (10/26/2022 Approved)

Minnesota

Registered Investment Advisory firm - (8/8/2022 Approved)

New York

Registered Investment Advisory firm - (8/8/2022 Approved)

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Contact information

Main Address

Andover, MN

Mailing Address

Phone number

(612) 296-6734

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	109
AUM (Assets Under Management)	$ 39,563,691

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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Dylan T. Flategraff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Thomas Flategraff's CRS (Customer Relationship Summary).

Certified licenses

Experience

DYNIC WEALTH MANAGEMENT LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

QUESTAR CAPITAL CORPORATION

ALLIANZ LIFE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/21/2011

SIE

Date: 10/1/2018

Series 7

Date: 10/18/2011

Current Firm

DYNIC WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DYNIC WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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