BBB Accredited Business Profile

AssetDynamics Wealth Management

AssetDynamics Wealth Management

(419) 841-6700

AssetDynamics Wealth Management

36 years in business
3335 Meijer Dr Ste 100
Toledo, OH 43617-3105
Additional Phone Numbers
  • (888) 640-7010
Additional Email Addresses
  • assetdynamics@assetdynamics.com
BBB File Opened: 08/12/2011
Business Started: 01/01/1981
Business Incorporated: 02/28/1981 in OH
Type of Entity
Corporation
Contact Information
  • Principal: Mr. Donald W. Roork, Certified Financial Planner/President
Business Category
  • Financial Planning Consultants
  • Financial Consultants - No License Required
  • Insurance Companies
  • Insurance - Life
  • Insurance - Long Term Care
  • Annuities
  • Insurance - Disability
  • Investment Advisory Service
  • Investment Securities
  • Retirement Planning Service
  • Financial Services
  • Insurance - Employee Benefits
  • Business Consultants
  • Consultant - Strategic Planning
  • Consultant - Employee Benefit Plans
  • Home Economics Consultants
  • Marriage, Family, Child, Individual Counselors
  • Employee Benefit Plans

Additional Information
  • 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 ...
  • 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.

Products & Services
We use traditional stock and bond portfolios, but also new asset classes and more client friendly pricing strategies, as well as portfolio management tools to help clients reach their critical financial goals.
Alternate Business Names
  • Asset Dynamics, Inc.
Licensing, Bonding or Registration
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.
Number of Employees: 
5
BBB accredited business

A+

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.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

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Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

AssetDynamics Wealth Management

AssetDynamics Wealth Management

BBB ACCREDITED SINCE 09/26/2011

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