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DYNAMIC FINANCIAL GROUP, LLC
DYNAMIC FINANCIAL GROUP, LLC
DYNAMIC FINANCIAL GROUP
CEDAR FALLS, Iowa
·
2 registered advisors
·
CRD# 288763
SEC# 801-111021
0
319-277-2727
01
Firm Overview
AUM
$416M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at DYNAMIC FINANCIAL GROUP, LLC
2 registered advisors
Caleb Michael Schmidt
CEDAR FALLS, Iowa
CRD# 5970498
Darren Paul Yoder
CEDAR FALLS, Iowa
CRD# 4456869
05
Office Locations
CEDAR FALLS, Iowa
2 advisors
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Data sourced from SEC Form ADV filings. DYNAMIC FINANCIAL GROUP, LLC (CRD# 288763) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.