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Business Profile

Financial Planning Consultants

AssetDynamics Wealth Management

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

Visit Website(419) 841-6700Write a Review

About

Important 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.

Overview

AssetDynamics Wealth Management

1700 Woodlands Dr, STE 205

Maumee, OH 43537-4043

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Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

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.

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    BBB Accreditation & Rating

    AssetDynamics Wealth Management is NOT a BBB Accredited Business.

    To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

    Why choose a BBB Accredited Business?

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    About This Business

    Years in Business: 45

    Products and 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

    Local BBB:
    BBB, NW Ohio/SE Michigan
    BBB File Opened:
    8/12/2011
    Business Started:
    1/1/1981
    Business Incorporated:
    2/28/1981
    Type of Entity:
    Corporation
    Alternate Names:
    AssetDynamics
    Asset Dynamics, Inc.
    Business Management:
    Ms. Brenda Kennedy, Registered Assistant
    Number of Employees:
    3

    Additional Contact Information

    Principal Contacts
    Mr. Donald W Roork CFP, President
    Customer Contacts
    Mr. Donald W Roork CFP, President
    Fax numbers
    Primary Fax: (419) 841-6836
    Additional Phone Numbers
    Other Phone: (888) 640-7010
    Social Media

    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)

    Additional Information

    Business Categories
    Financial Planning Consultants, Insurance Companies, Financial Services, Business Consultants, Life Insurance, Insurance Agency, Retirement Planning Services, Investment Advisory Services, Investment Management, Marriage Counselor, Estate Planning and Management, Insurance Consultant, Investment Security, No License Required Financial Consultants, Long Term Care Insurance, Employee Benefits Insurance, Strategic Planning Consultants, Annuities, Disability Insurance, Employee Benefit Plans, Employee Benefit Consultants, Housing Consultants, Wealth Management, Registered Investment Advisors

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