CA
CFP
CA
CFP

Conrad Michael Aarseth

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
152 clients
Average Client Portfolio
$954K average
Assets Under Management
$145.0M

Fee Structure

Minimum Investment:$1M
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Location

9700 Village Center Drive, Suite 50-A, Granite Bay, CA, 95746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Conrad is a California insurance agent selling fixed, health, accident, annuities, life, and term insurance since 2009, dedicating a few hours per week to this activity. He is also an enrolled agent for tax preparation since 2016, spending minimal time on this.

Employment History
Current Registrations
Dynamic Wealth Strategies, LLC
June 2013 - Present · 12 yrs 8 mos
Previous Registrations
Independent Financial Group, LLC
February 2011 - June 2013 · 2 yrs 4 mos
Financial Designs LTD.
August 2007 - October 2009 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.