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Andrew Sekula

Advisor at Dynamic

Updated today

Location

Falls City, TX 78113

Credentials

Series 65

Industry experience

< 1 year

About

Andrew Sekula is a financial advisor at Dynamic with a Series 65 designation and no prior advisory industry experience. He also works full-time as a tax advisor and accountant with Craig Nieschwietz, PLLC. Prior to his current roles, he held positions at EOG Resources and Brehm, Havel & Company, LLP. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory support services. The firm emphasizes a long-term, client-specific investment process and provides notable support for other advisers through technology, operational assistance, and sub-advisory services.

Client services

Based on Dynamic

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Model portfolio adviser services for third party program

Expertise

Based on Dynamic

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on Dynamic

Founder/Business Owner Retired Executive

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Fee options

Fixed

Fixed fees for financial planning projects may range from $1,000 to $50,000 depending on complexity.

Percentage

$0+: Up to 2.25% annually, fees vary depending on type and complexity of strategy and account size; generally, larger accounts may have lower fees N/A - N/A: Fees may be negotiated and vary by Financial Adviser; some accounts may be charged higher fees due to complexity or active trading needs

Commissions

Certain Financial Advisers are licensed to sell insurance products and receive commissions; Dynamic does not receive commissions.

Project-based

Financial Planning hourly rates generally range from $150 to $500 per hour.

Subscriptions

Retainer financial planning fees generally range from $1,000 to $20,000 per year, billed monthly or quarterly.

Other

Minimum fee: Some Financial Advisers establish minimum Fees, which can result in total fees exceeding 2.25% annually depending on account size and minimum fee amount. Fee-only: Investment Advisory Fees generally up to 2.25% annually, may include minimum fees; Financial Planning fees range from $150 to $500 per hour or fixed fees from $1,000 to $50,000 per project; Retainer fees generally range from $1,000 to $20,000 per year.

Location

311 North Front Street

Falls City, TX 78113

Most active in

Texas

Work history

Dynamic Wealth Advisors dba Balanced Financial Services

2025 - Present (1 year)

Craig Nieshcwietz, PLLC

2019 - Present (7 years)

EOG Resources

2018 - 2019 (1 year)

Brehm, Havel & Company, LLP

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Private / alternative investments Business exit / sale strategy Business succession planning Long-term care insurance Founder/Business Owner Executive
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Floresville, TX

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Chad Tacia is an Investment Adviser Representative at Your IA, LLC with 11 years of industry experience. He holds the Series 63, 65, and 66 designations and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. He is also a member of Chad Tacia Consulting LLC, a pass-through entity for business expenses. Your IA, LLC is an SEC-registered advisory firm that offers customized investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm utilizes model portfolios and third-party managers while maintaining trading authority and provides both discretionary and non-discretionary mandates.

Wealth management Active portfolio management Tax-loss harvesting Life insurance needs analysis
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Craig N

Series 66

Falls City, TX

Dynamic

Craig Nieschwietz is a financial advisor with Dynamic who holds a Series 66 designation and has 14 years of industry experience. His career includes roles at Brehm, Havel & Company, LLP, Kmc Capital Management, and his own CPA practice, Craig Nieschwietz PLLC. In addition to his advisory work, he manages a CPA practice. Dynamic serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific approach and provides support to other advisers through technology, compliance, and research resources.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
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Floresville, TX

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Floresville, TX

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Scott Lyssy is a financial advisor with Raymond James Financial Services Advisors Inc. based in Floresville, TX, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with Raymond James since 2015 and also manages SL Operations LLC, which supports his practice by handling administrative functions. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice through risk profiling and firm research while offering multiple implementation options.

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Kenedy, TX

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Corie Tielke is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, Tielke was involved with Karnes City Auction, Inc. for 12 years. Outside of advising, Tielke co-owns several agricultural and ranch-related businesses in Texas, including Sweet T Cattle Company and Iron T Land & Livestock, LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, offering comprehensive recommendation reports that integrate Social Security strategies, tax-efficient withdrawals, and asset bucketing. The firm combines algorithmic tools with advisory oversight and serves a broad client base through advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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