Skip to main content
Crooked Tree Capital Advisors
  • About
    • Our Team
    • Our Mission
    • Our Qualifications
  • Services
  • In the Community
  • Client Access
    • Client Portal
    • TD Ameritrade
    • Fidelity
  • Resources
    • CTCA Quarterly Memo
    • Videos
    • Flipbooks
    • Industry Insights
      • Market Review 2020_ Looking Back on an Unprecedented Year.pdf
      • HOT TOPIC: The Coronavirus and the Global Economy
      • HOT TOPIC: The SECURE Act and Your Retirement Savings
    • Calculators
    • Glossary
    • Tax Library
  • Contact

Crooked Tree Capital Advisors

  • LinkedIn Icon

Crooked Tree Capital Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Crooked Tree Capital Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

The material in the website has been distributed for informational purposes only.   The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.  Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed.   No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  John Marshall and Courtney Font are Investment Advisor Representatives with Dynamic Wealth Advisors dba Crooked Tree Capital Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors' ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck