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RIA / WealthAdvisor19 years in industry

TIMOTHY M GARRETSON

Advisor at DYNAMIC

PHOENIX, AZ | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:7c1677e5-b42e-c408-36f8-aaba109d07b2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DYNAMIC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 26, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 26, 2007
First registration: Mar 14, 2007
Dual registered: no
Other names: TIM GARRETSON|TIM GARRETSON
IAPD individual key: 5285107

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Dynamic	Independent wealth	Aug 10, 2018	n/a	yes	PHOENIX, AZ\|SAN DIEGO, CA	Current employment
BFC PLANNING, INC.	Bd affiliated wealth	Sep 2, 2016	Sep 10, 2018	no	San Diego, CA\|CEDAR RAPIDS, IA	Previous registration
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Bd affiliated wealth	Jan 31, 2013	Sep 10, 2018	no	PHOENIX, AZ\|Cedar Rapids, IA\|PHOENIX, AZ\|SAN DIEGO, CA	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Aug 28, 2012	Jan 14, 2013	no	HOUSTON, TX\|PHOENIX, AZ	Previous registration
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Bd affiliated wealth	Sep 25, 2009	Aug 20, 2012	no	CHANDLER, AZ\|Cedar Rapids, IA\|PHEONIX, AZ	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 14, 2007	Sep 29, 2009	no	CHANDLER, AZ\|PHOENIX, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BFC PLANNING, INC.	Dynamic	Sep 10, 2018	Aug 10, 2018	-31	Firm change after gap	Ibd to RIA
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	BFC PLANNING, INC.	Sep 10, 2018	Sep 2, 2016	-738	Firm change after gap	Other
NEXT FINANCIAL GROUP, INC.	BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Jan 14, 2013	Jan 31, 2013	17	Firm change	Other
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	NEXT FINANCIAL GROUP, INC.	Aug 20, 2012	Aug 28, 2012	8	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Sep 29, 2009	Sep 25, 2009	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
119682:151367:IA:2018-09-10	Sep 10, 2018	Aug 10, 2018	CEDAR RAPIDS, IA	Firm change after gap
13609:119682:CA:2018-09-10	Sep 10, 2018	Sep 2, 2016	SAN DIEGO, CA	Firm change after gap

Relationships

Registered with (5)

→ DYNAMICRegistered adviserregistration: current employment
Aug 10, 2018 to presentfactForm ADV
→ BFC PLANNING, INC.Registered adviserregistration: previous registration
Sep 2, 2016 to Sep 10, 2018factForm ADV
→ BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 31, 2013 to Sep 10, 2018factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Aug 28, 2012 to Jan 14, 2013factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 14, 2007 to Sep 29, 2009factForm ADV

Dated events

No dated event names this entity yet.