LifeManaged — PHOENIX, AZ
Marketing BrandLooking for financial advisors in phoenix? We provide the best financial planning and advisory services at affordable price. Call us at (602)-412-1666! Operating under DYNAMIC (CRD #151367).
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
When you search for “LifeManaged,” you won't find it on the SEC or FINRA websites. That's because the regulatory entity is DYNAMIC. Any disclosures, complaints, or regulatory actions are filed under the firm — not the brand.
Source: SEC Form ADV filings and FINRA BrokerCheck
The Relationship
Brand Information
Inherited Transparency Score
Marketing brands inherit the transparency score of their registered parent firm. This score is not specific to LifeManaged — it reflects the regulatory profile of DYNAMIC.
What This Means
The firm behind this brand has average transparency. Some areas of their regulatory filings could be more detailed. Consider reviewing the full firm profile.
This places them in the 15th percentile of all scored firms.
This firm's disclosure quality is in the industry's middle range. The full firm profile shows exactly which filings could say more.
See full score breakdownRegulatory Context
Regulatory oversight is under DYNAMIC
Any complaints, disclosures, or disciplinary actions are filed against the registered firm — not the marketing brand. Always check the firm's record, not just the brand name.
1 of 77 firm advisors use this brand
DYNAMIC has 77 total registered advisors. Only 1 operates under the LifeManaged brand name.
Verify before you trust
A polished brand name doesn't guarantee quality advice. Check the firm's full regulatory profile and each advisor's individual score before making decisions.
Advisors Under This Brand(1)
These advisors use the LifeManaged brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.