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Find a Location

AssetDynamics Wealth Management has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Country
    Please enter a valid location.

    Business ProfileforAssetDynamics Wealth Management

    Financial Planning Consultants
    Multi Location Business
    BBB accredited business

    Additional business information

    Additional Info:
    Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with FSC Securities Corporation and is not sponsored or endorsed by FSC Securities Corporation.

    Securities and Investment Advisory Services offered through FSC Securities Corporation, Member FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through Asset Dynamics Wealth Management, which is not affiliated with FSC Securities.

    This communication is strictly intended for individuals residing in the states of (Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington) No offers may be made or accepted from any resident outside the specific state(s) referenced.
    See all additional business information

    At-a-glance

    Customer Reviews

    This business has 0 reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 9/26/2011

    Years in Business: 43

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    Guiding clients to contentment in the present & hope for the future by helping them make wise financial decisions and minimize emotion-driven money mistakes.

    Products & Services

    We use client interactive software that provides our clients with retirement planning solutions enabling us to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of various retirement income distribution strategies. 

    We use traditional stock and bond portfolios, new asset classes, client-friendly pricing strategies, and portfolio management tools to help clients reach their critical financial goals. We determine the broad technical outlook of the market to focus client portfolio allocations within areas of relative strength. We don't predict the future; we adapt and help clients deal with the certainty of uncertainty.

    Business Details

    This is a multi-location business.

    Find a Location

    AssetDynamics Wealth Management has 2 locations, listed below.

    *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

      Country
      Please enter a valid location.
      Location of This Business
      1700 Woodlands Dr, STE 205, Maumee, OH 43537-4043
      BBB File Opened:
      8/12/2011
      Years in Business:
      43
      Business Started:
      1/1/1981
      Business Incorporated:
      2/28/1981
      Accredited Since:
      9/26/2011
      Licensing Information:
      This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
      • Series 7 Registered Representative with FSC Securities (Now OSAIC)

        Series 24 Registered Principle with FSC Securities (Now OSAIC)

      Type of Entity:
      Corporation
      Number of Employees:
      3
      Alternate Business Name
      • Asset Dynamics, Inc.
      Hours of Operation

      Primary

      M:
      8:30 AM - 5:00 PM
      T:
      8:30 AM - 5:00 PM
      W:
      8:30 AM - 5:00 PM
      Th:
      8:30 AM - 5:00 PM
      Business Management
      • Ms. Brenda Kennedy, Registered Assistant
      Contact Information

      Principal

      • Mr. Donald W. Roork CFP, President

      Customer Contact

      • Mr. Donald W. Roork CFP, President
      Additional Contact Information

      Fax Numbers

      • (419) 841-6836
        Primary Fax

      Phone Numbers

      Customer Complaints

      0 Customer Complaints

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      Customer Reviews

      0 Customer Reviews

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