Advisors at this firm
Dylan F
CFP®, Series 63
Andover, MN
Dynic Wealth Management LLC
Dylan Flategraff is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Dynic Wealth Management LLC since 2022. Prior to joining Dynic, he worked at UBS Financial Services Inc. for nine years. He also teaches undergraduate economics and finance courses as an adjunct professor at Concordia University and the University of St. Thomas. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a generally long-term investment strategy, offering tailored portfolios that include stocks, ETFs, bonds, mutual funds, alternative investments, and options.
Nicholas R
Series 63, Series 66
Medina, NY
Dynic Wealth Management LLC
Nicholas Robertson is a financial advisor at Dynic Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Continuum Wealth Management LLC and UBS Financial Services Inc. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a long-term investment strategy, constructing portfolios that include individual stocks, ETFs, bonds, mutual funds, alternative investments, and options tailored to client risk tolerance.
Grant K
Series 66
Phoenix, AZ
Dynic Wealth Management LLC
Grant Kamin is a financial advisor at Dynic Wealth Management LLC in Phoenix, AZ, holding a Series 66 designation with 12 years of industry experience. He has worked at firms including UBS Financial Services, Raymond James Financial Services, and Continuum Wealth Management. Outside of his advisory role, he is the owner of TC Ticket Experience, Inc., where he focuses on vision, delegation, and strategy. Dynic Wealth Management provides discretionary investment management and comprehensive wealth services to individuals, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a generally long-term investment approach, incorporating a range of securities and tailored asset allocation based on client objectives.