Dynamic Financial Group, LLC
● SEC registered since 2017CRD 288763SEC# 801-111021Cedar Falls, IA
Reg. AUM
$539.6M
Employees
3
Accounts
2,490
Location
Cedar Falls, IA
Dynamic Financial Group, LLC assets under management
Dynamic Financial Group, LLC is a registered investment adviser overseen by the SEC based in Cedar Falls, IA. The firm has been registered since 2017. It reports $539.6 million in regulatory assets under management and employs 3 people.
Dynamic Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caleb Michael Schmidt Control | Principal And Investment Adviser Representative | 25-50% | 2022 |
| Darren Paul Yoder Control | Managing Member & Chief Compliance Officer | 50-75% | 2017 |
Frequently asked questions
How much does Dynamic Financial Group, LLC manage?
Dynamic Financial Group, LLC reports $539.6 million in regulatory assets under management on its Form ADV.
How many employees does Dynamic Financial Group, LLC have?
Dynamic Financial Group, LLC reports 3 employees.
Where is Dynamic Financial Group, LLC located?
Dynamic Financial Group, LLC is based in Cedar Falls, IA and has been SEC-registered since 2017.
Does Dynamic Financial Group, LLC disclose fund performance?
Dynamic Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4615 Chadwick Rd, Suite 1, Cedar Falls, IA 50613 |
| Phone | 319-277-2727 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$539.6M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$539.6Mregulatory AUM
Discretionary $539.6M