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Caleb Michael Schmidt

DYNAMIC FINANCIAL GROUP, LLC·CEDAR FALLS, Iowa
Unclaimed Profile
4615 CHADWICK RD, CEDAR FALLS, IA 50613CRD# 5970498Firm CRD# 288763
01

About

Caleb Michael Schmidt is a registered financial advisor based in CEDAR FALLS, Iowa, affiliated with DYNAMIC FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
DYNAMIC FINANCIAL GROUP, LLC
DYNAMIC FINANCIAL GROUP
AUM
$416M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DYNAMIC FINANCIAL GROUP, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5970498
Firm CRD# 288763
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Caleb Michael Schmidt offer?
Caleb Michael Schmidt specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CEDAR FALLS, Iowa for a consultation.
What are Caleb Michael Schmidt's credentials?
Caleb Michael Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caleb Michael Schmidt located?
Caleb Michael Schmidt is based in CEDAR FALLS, Iowa, working with DYNAMIC FINANCIAL GROUP, LLC. Their office serves clients in the CEDAR FALLS metropolitan area and surrounding communities.
How does Caleb Michael Schmidt charge for services?
Caleb Michael Schmidt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DYNAMIC FINANCIAL GROUP, LLC?
DYNAMIC FINANCIAL GROUP, LLC has approximately 4 employees and manages $416M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT Guide
Research
Advisor Fees in IowaNational Fee Analysis
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