Christopher Edward Ordway

Dynamic Wealth Advisors

23 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Dynamic Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

81 advisors

Number of Clients

5,484 clients

Average Client Portfolio

$974K average

Assets Under Management

$5.3B

Fee Structure

Location

1250 E Missouri Avenue, Phoenix, AZ, 85014

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2023

Award / Judgment

Employment Separation After Allegations

August 2009

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Christopher is an author and educates parents on college planning and financial aid. He owns an LLC for a plot of land and is also a financial advisor for STF Insurance Services, LLC, selling various life insurance products, dedicating a few hours per week. Christopher is also a loan originator.

Employment History

Current Registrations

Dynamic

August 2018 - Present · 7 yrs 6 mos

Next Financial Group, INC.Broker

August 2012 - January 2013 · 5 mos

Berthel Fisher & Company Financial Services, INC.

January 2010 - August 2012 · 2 yrs 7 mos

Berthel, Fisher & Company Financial Services, INC.Broker

September 2009 - August 2012 · 2 yrs 11 mos

Cambridge Investment Research, INC.Broker

December 2006 - September 2009 · 2 yrs 9 mos

Royal Alliance Associates, INC.Broker

January 2004 - November 2006 · 2 yrs 10 mos

MML Investors Services, INC.

April 2002 - December 2003 · 1 yr 8 mos

MML Investors Services, INC.Broker

March 2002 - December 2003 · 1 yr 9 mos

State Registrations3 states

AZCONJ

Advisor

Exams

No exam information available for this advisor.