Timothy Hooker, AIF® is Co-Founder/Partner, Chief Compliance Officer and Investment Advisor Representative at Dynamic Wealth Solutions LLC, a registered investment advisor. Based in Michigan, serving clients nationally. Before co-founding DWS in 2013, he co-founded a youth non-profit organization and worked as an Insurance Agent/Financial Advisor Intern at a traditional brokerage firm. Tim offers comprehensive wealth management and planning services with a modern approach to investing. He primarily serves high-net worth families and entrepreneurs. Tim holds the Series 65 Investment Advisor Representative license, a Bachelor's Degree from Wayne State University, & the Accredited Investment Fiduciary designation. He enjoys spending time with his son, swimming in alpine lakes and hiking.
Receive a second opinion on your investments, financial plan or insurance needs. During this presentation and discussion Tim will provide a comprehensive risk assessment of your investments and recommendations on your financial strategy. The presentation will be deliver via Join.Me a screen sharing and video conference platform. Therefore, prior to the meeting Tim will send a link with instructions to securely upload your files into his planning portal on Advizr.com
This appointment is for new clients who have decided to move forward in the process and begin opening their account. During this brief phone call and screen sharing appointment you will receive instructions to set up your account and begin working with Timothy.
This appointment type is reserved for Private Clients only, during our meeting we will review your current investment strategy, financial plan and create action steps moving you forward to your goals.