• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Hannah Elizabeth Near
HANNAH ELIZABETH NEAR, Hannah Near
CRD#: 6572533
IA
Investment Adviser
B
Previous Broker
DYNAMIC WEALTH ADVISORSCRD#: 151367 13919 S WEST BAY SHORE DRIVE
SUITE 104
TRAVERSE CITY, MI 49684
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2015 - 2017 (1 year)2 FIRMS2019 - 2021 (2 years)2 FIRMS2021 - 2021 (<1 year)IADYNAMIC WEALTH ADVISORS (CRD# 151367)2025 - Present (<1 year)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2017 - 2018 (1 year)IASTEPHENS CONSULTING, LLC (CRD# 308970)2021 - 2023 (2 years)
License(s)

State Registrations

IA
Michigan 1/6/2025

Current Registration(s)
IA
DYNAMIC WEALTH ADVISORS (CRD#:151367)
13919 S WEST BAY SHORE DRIVE SUITE 104, TRAVERSE CITY, MI 49684
Registered with this firm since 1/6/2025

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
10/01/2021 - 11/13/2023 STEPHENS CONSULTING, LLC (CRD#:308970) ELLSWORTH, MI
IA
09/14/2021 - 10/11/2021 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) DEXTER, MI
B
09/14/2021 - 10/11/2021 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) DEXTER, MI
IA
03/27/2019 - 09/01/2021 EDWARD JONES (CRD#:250) Ellsworth, MI
B
03/27/2019 - 09/01/2021 EDWARD JONES (CRD#:250) Ellsworth, MI
B
06/06/2017 - 10/16/2018 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) GREENWOOD VILLAGE, CO
IA
12/24/2015 - 05/09/2017 EDWARD JONES (CRD#:250) TROY, MI
B
12/03/2015 - 05/09/2017 EDWARD JONES (CRD#:250) TROY, MI
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.