Dynamic Advisor Solutions: Detailed Company Information & Corporate Profile
Contact top employees from
Dynamic Advisor Solutions
Summary
The business currently specializes in Financial Services area. The company has 10-50 employees. Register with SignalHire to connect with Dynamic Advisor Solutions employees and management.
| Dynamic Advisor Solutions Website | dynamicadvisorsolutions.com |
| Social Links |   |
| Phone Number | +1-877-257-3840 |
| Industries | |
| Dynamic Advisor Solutions Headquarters Address | 2415 E Camelback Rd, Suite 700, Phoenix, AZ, 85016 US |
| Company Size | 10-50 employees |
| Specialities & Services | RIA Back office, compliance and investment management, alternative investments, practice management, custodians, RIA consulting, TAMP, Investment Models, RIA |
| Founded | 2009 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-08-12 |
Dynamic Advisor Solutions Org Chart
Chief Executive Officer
C-Level
S K
Steve Kulesza CFP®
Chief Business Development Officer
K E
Konstantin Etus
Chief Investment Officer
K C
Kim Cecere
Chief Marketing Officer
Workforce Turnover
Length of Employment
Dynamic Advisor Solutions's workforce includes employees across a wide range of tenure levels.
22% have been with the company for 1 to 2 years11% have been with the company for 3 to 4 years22% have been with the company for 5 to 7 years22% have been with the company for 8 to 10 years22% have been with the company for more than 11 yearsContact top employees from
Dynamic Advisor Solutions
Jim CannonFounder and CEO
Steve Kulesza CFP®Chief Business Development Officer
Brian BowenDirector of Advisor Integration
Harvey SamachsonWealth Advisor
Amy EaganAdvisor Support
Konstantin EtusChief Investment Officer
Kim CecereChief Marketing Officer
Melanie AhlersManager On boarding
John DavisSenior Investment Research Analyst
Cherie JollyChief Compliance Officer
Whitney JohnsonPractice Management & Business Development
Erin LehmanClient Services Associate
Briana LindblomClient Service Associate - Concierge
Tyler CorbettInvestment Associate
Matthew BerardInvestment Operations Associate
Madison HattonClient Services Associate
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Dynamic Advisor Solutions Corporate Information: FAQ
Dynamic Advisor Solutions operates in the Finance industries. More details can be found on the official website: dynamicadvisorsolutions.com.
Dynamic Advisor Solutions has offices located in Phoenix, US.
The headquarters of Dynamic Advisor Solutions are located in Phoenix, United States.
You can contact Dynamic Advisor Solutions by phone at +1-877-257-3840.
Dynamic Advisor Solutions currently employs 10-50 people.
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