Nathan Christopher Ankney

Employer firm

Dynamic Wealth Strategies, LLC CRD 167594

$191M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Dynamic Wealth Strategies, Llc
  Granite Bay, CA

Previous Registrations

• 2008-08-07 → 2013-06-14
  Independent Financial Group, Llc
  San Diego, CA
  San Diego, CA
  San Jose, CA
  Granite Bay, CA
• 2007-12-14 → 2008-08-06
  Afa Advisor Services Llc
  Folsom, CA
  Calabasas, CA
• 2007-06-07 → 2007-12-13
  Altanes Investments, Llc
  Folsom, CA
• 2002-04-15 → 2007-06-22
  Lifestyle Design Group Llc
  San Jose, CA
• 2001-10-30 → 2002-07-23
  Wells Fargo Clearing Services, Llc
  Santa Clara, CA

Other Businesses

(1) CA insurance agent- for fixed/health/accident/annuities/life/term insurance sales and services since 2008; less than 5% time spent. Conducted from office address of record. (2) CA real estate agent, since June 2013; non-investment related; less than 5% time spent. Conducted from office address of record. (3) Principal - Rosewind, LLC - General partner to pooled investment vehicle, since 6/2020, non-investment related. 10% time spent. Business conducted at office address of record.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-08-10
• S65 Uniform Investment Adviser Law Examination
  2001-09-25

Designations

• Chartered Financial Analyst