Conrad Aarseth has been an investment adviser representative at Dynamic Wealth Strategies since June 2013, and is not listed among the firm’s executive officers or direct owners. Conrad Aarseth holds a Bachelor of Science in Business Administration, concentration in Financial Services from San Diego State University and a Certificate in Personal Financial Planning from San Diego State University.
Dynamic Wealth Strategies, LLC is a Granite Bay, CA firm with $191M under management, 159 clients and 4 advisers across 4 offices, as of its March 2026 filing.
Conrad Aarseth is Wealth Manager of Dynamic Wealth Strategies, LLC. Aarseth has served individuals and families with retirement, estate, investment and tax planning needs since 2007 and leads clients through the wealth management process, from goal setting to implementing a financial plan. Earlier, Aarseth worked as a financial advisor with a San Diego based financial planning and investment firm and, after moving back to Northern California in 2009, as a personal financial planner at a financial planning company.
Conrad Aarseth’s longest registration is the current one, 13 years at Dynamic Wealth Strategies since 2013. Before joining Dynamic Wealth Strategies in 2013, Conrad Aarseth was registered through Independent Financial Group, LLC and Financial Designs LTD.
- – present · 13 yearsWilton, CA · Adviser representative · Firm CRD 167594
- Independent Financial Group, LLC– · 2 yearsSan Jose, CA · Adviser representative · Firm CRD 7717
- Financial Designs LTD.– · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 135426
Professional designations
Listed by Dynamic Wealth Strategies
- CFP
Investment adviser representative registrations
Conrad Aarseth is registered as an investment adviser representative in California, since June 2013.
- CaliforniaSince 14 June 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 3 August 2007 |
| Series 7 | General Securities Representative Examination | 20 June 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Conrad Michael Aarseth
- CRD
- 5156625
- Firm
- Dynamic Wealth Strategies · CRD 167594
- Office
- Wilton, CA
- Registration
- Investment adviser registration
- In the industry since
- December 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dynwealth.com
Where does Conrad Aarseth work?
Conrad Aarseth is an investment adviser representative registered through Dynamic Wealth Strategies, LLC since June 2013, and is not listed among the firm’s executive officers or direct owners.
Is Conrad Aarseth a financial advisor?
Yes. Conrad Aarseth has a current investment-adviser registration in California, through Dynamic Wealth Strategies since June 2013.
How many years of experience does Conrad Aarseth have?
Conrad Aarseth has 17 years in the financial industry, since December 2008, across 3 adviser firms.
What exams has Conrad Aarseth passed?
Conrad Aarseth has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2007.
Where did Conrad Aarseth work before Dynamic Wealth Strategies?
Before Dynamic Wealth Strategies, Conrad Aarseth was registered through Independent Financial Group, LLC, February 2011 to June 2013; Financial Designs LTD., August 2007 to October 2009.
Where is Conrad Aarseth based?
Conrad Aarseth’s registered office is in Wilton, CA.
Is Conrad Aarseth registered with FINRA?
No. Conrad Aarseth has no current broker registration.
Is Conrad Aarseth a CFP?
Dynamic Wealth Strategies lists Conrad Aarseth with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
How can I verify Conrad Aarseth’s record?
Search CRD 5156625 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Conrad Aarseth’s full registration record.
