AdFi
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Matthew Robert Hansen

Investment Adviser Representative at Dynamic

Queen Creek, AZCRD #5292258Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Robert Hansen is an investment adviser representative with Dynamic in Queen Creek, AZ, where they have been registered since 2018. They have worked in the securities industry since 2015 and were previously registered with Yellowstone Partners. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona, Colorado, Florida, and Idaho.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, Colorado, Florida, Idaho

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/14/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

DynamicCurrent
3/23/2018 – Queen Creek, AZ
Yellowstone Partners
1/14/2015 – 4/30/2018Idaho Falls, ID

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Yellowstone Partners, LLC
    Aug 2014 – Mar 2018Idaho Falls, ID
  2. DYNAMIC WEALTH ADVISORS dba CENTENNIAL INVESTMENT ADVISORS
    Mar 2018 – no end date reportedPhoenix, AZ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Dynamic

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Customized financial planning, investment and wealth management with fully customizable portfolios, financial and retirement planning, proactive tax planning, and life insurance and long-term care solutions.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Financial PlanningWealth ManagementInvestment ManagementRetirement PlanningTax PlanningLife InsuranceLong-term CareValues-based PlanningFiduciary

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
78
Offices listed on AdvisorFinder:
38
Main office:
Phoenix, AZ
SEC file number:
801-72203

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 17, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Robert Hansen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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