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Matthew John Desmond

Dynamic

Traverse City, MI

Phoenix, AZ

CRD 6127425

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Employer firm

Dynamic CRD 151367

$5.64B regulatory AUM 56 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Dynamic

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-10
  • MI RA
    APPROVED
    Since 2025-01-10

Branch Locations

818 Red Drive Suite 210, Traverse City, MI 49684 • United States

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial & Investment Management Group Ltd Traverse City MI 09/2012 12/2018
Dynamic Wealth Advisors Dba Desmond Liggett Wealth Advisors Phoenix AZ 01/2019 Present
  • 09/2012 → 12/2018
    Financial & Investment Management Group Ltd
    Traverse City, MI
  • 01/2019 → Present
    Dynamic Wealth Advisors Dba Desmond Liggett Wealth Advisors
    Phoenix, AZ
Previous Registrations
  • 2012-10-19 → 2018-12-14
    Fim Group
    Traverse City, MI
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
UP NORTH FINANCIAL, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

DEBORAH ANN ALICE
Kevin Edwin Dunklow
BUZ EDWARD ZAMARRON

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TRAVERSE CITY, MI
UP NORTH FINANCIAL, LLC · TRAVERSE CITY, MI
CHARLES SCHWAB & CO., INC. · Traverse City, MI

More in Traverse City, MI

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