Michigan, USA
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 Personalized Wealth Management & Advising

Strengthen Your Financial Peace of Mind 

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Services

Investment Advising 

• Investment analysis
• Asset allocation advising
• DIY trading consultant 

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Lifestyle Planning

• Financial coaching
• Retirement income planning
• New business planning
• Travel budgeting
 

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Wealth Management

• Personalized portfolio management
• Tax strategy
• Fiduciary counsel 

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Schedule Your Free Consultation 

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MADE IN PURE MICHIGAN

Timothy Hooker, AIF®

Financial Advisor Since: July 2014

Key Experience & Qualifcations 
• 8 years of investment management experience (equity, bond and derivatives)
• Series 65 Investment Advisor Representative license 
• Accredited Investment Fiduciary AIF®
• Co-Founder at Dynamic Wealth Solutions LLC 

Academics & Continued Education 
• Orchard Lake St. Mary’s Preparatory 
• Graduate of Wayne State University – Detroit, MI
• Yale University – Coursera Certificates (Global Financial Crisis, Financial Markets) 
• Amazon Web Services (Fundamentals – Going Cloud Native) 
• Fi360 – Accredited Investment Fiduciary AIF® designation ongoing CE

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Learn more about Dynamic Wealth Solutions LLC, a registered investment advisor, established 2014.

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Investment advisory services offered through Dynamic Wealth Solutions LLC, a registered investment advisor.

• High-Net Worth Family Wealth Management
• Personalized Investment Strategies
• Retirement Income Planning
• Investment Advising

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