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Matthew Michael Hoaglin

Dynamic

Phoenix, AZ

Durango, CO

CRD 7298104

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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
NM RA APPROVED 2024-10-21
AZ RA APPROVED 2023-11-22
CO RA APPROVED 2020-10-01
  • NM RA
    APPROVED
    Since 2024-10-21
  • AZ RA
    APPROVED
    Since 2023-11-22
  • CO RA
    APPROVED
    Since 2020-10-01

Branch Locations

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

2615 Main Ave, Durango, CO 81301 • 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
Dynamic Wealth Advisors Dba Oxford Financial Planners Durango CO 10/2020 Present
Allison Ragsdale Photography Llc Durango CO 01/2006 Present
  • 10/2020 → Present
    Dynamic Wealth Advisors Dba Oxford Financial Planners
    Durango, CO
  • 01/2006 → Present
    Allison Ragsdale Photography Llc
    Durango, CO
Other Businesses

Matt is 50% owner in Allison Ragdsdale Photography LLC - not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-09
  • S65 Uniform Investment Adviser Law Examination
    2020-05-09
Designations
  • Certified Financial Planner
Other Names
  • Matthew Michael Hoaglin
  • Matthew Hoaglin

View on SEC IAPD

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