Nathan Ankney has been Managing Member of Dynamic Wealth Strategies since June 2013, is a control person of the firm and directly owns between 25% and 50% of it. Nathan Ankney holds a Bachelor's degree in Business Administration, concentration in Finance from San Jose 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.
Nathan Ankney is Co-Founder and Chief Investment Officer of Dynamic Wealth Strategies, LLC. Ankney began his career in the investment industry in 1993 at a national brokerage firm and in 2008 joined with long-time friends and business associates to form the firm. Earlier, Ankney held positions as Director of Research, Chief Compliance Officer and Chief Operating Officer at an investment management firm in San Jose, California, and as CCO and COO at one in New York City.
Nathan Ankney’s longest registration is the current one, 13 years at Dynamic Wealth Strategies since 2013. Before joining Dynamic Wealth Strategies in 2013, Nathan Ankney was registered through Independent Financial Group, LLC and Afa Advisor Services LLC.
- – present · 13 yearsFolsom, CA · Adviser representative · Firm CRD 167594
- Independent Financial Group, LLC– · 4 yearsSan Jose, CA · Adviser representative · Firm CRD 7717
- Afa Advisor Services LLC– · under a yearFolsom, CA · Adviser representative · Firm CRD 129104
- Altanes Investments, LLC– · under a yearFolsom, CA · Adviser representative · Firm CRD 128386
- Lifestyle Design Group LLC– · 5 yearsSan Jose, CA · Adviser representative · Firm CRD 119185
- Wachovia Securities, Inc.– · under a yearSanta Clara, CA · Adviser representative · Firm CRD 19616
Professional designations
Listed by Dynamic Wealth Strategies
- CFA
Investment adviser representative registrations
Nathan Ankney is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2013; the most recent is Texas, in October 2018.
- CaliforniaSince 14 June 2013
- TexasResidentSince 15 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 10 August 2010 |
| Series 24 | General Securities Principal Examination | 26 November 2008 |
| Series 7 | General Securities Representative Examination | 10 December 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 25 September 2001 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nathan Christopher Ankney
- CRD
- 2444651
- Firm
- Dynamic Wealth Strategies · CRD 167594
- Role
- Managing Member
- Office
- Folsom, CA
- Registration
- Investment adviser registration
- In the industry since
- October 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dynwealth.com
Where does Nathan Ankney work?
Nathan Ankney has been Managing Member of Dynamic Wealth Strategies, LLC since June 2013, and is a control person of the firm.
Is Nathan Ankney a financial advisor?
Yes. Nathan Ankney has a current investment-adviser registration in California and Texas, through Dynamic Wealth Strategies since June 2013.
How many years of experience does Nathan Ankney have?
Nathan Ankney has 24 years in the financial industry, since October 2001, across 6 adviser firms.
What exams has Nathan Ankney passed?
Nathan Ankney has passed 4 licensing exams: the Series 65, Series 7, Series 24 and Series 63. The earliest, the Series 65, was passed in September 2001.
Where did Nathan Ankney work before Dynamic Wealth Strategies?
Before Dynamic Wealth Strategies, Nathan Ankney was registered through Independent Financial Group, LLC, August 2008 to June 2013; Afa Advisor Services LLC, December 2007 to August 2008; Altanes Investments, LLC, June 2007 to December 2007; Lifestyle Design Group LLC, April 2002 to June 2007; Wachovia Securities, Inc., October 2001 to July 2002.
Where is Nathan Ankney based?
Nathan Ankney’s registered office is in Folsom, CA.
Is Nathan Ankney registered with FINRA?
No. Nathan Ankney has no current broker registration.
Is Nathan Ankney a CFA charterholder?
Dynamic Wealth Strategies lists Nathan Ankney with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Nathan Ankney’s record?
Search CRD 2444651 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Ankney’s full registration record.
