Dynamic Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$538,421,175
Clients
862
Advisors
3
of 3 employees
About
Dynamic Financial Group provides asset management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm manages about $540 million on a discretionary basis and offers comprehensive portfolio management that can include individual stocks, bonds, ETFs, options and alternative investments.
Advisors deliver individualized portfolio management and financial planning through client meetings, continuous monitoring, and periodic rebalancing, using methods such as fundamental, technical and cyclical analysis and strategies ranging from fixed income and long-term equity holdings to short sales and alternative allocations. The firm typically operates with discretionary authority and relies on Fidelity’s institutional platform and custodial processes to execute trades, access research and facilitate account administration and fee billing.
Compared with peers, Dynamic Financial Group serves an unusually large client base per advisor—about 862 clients across three advisors, or well over 200 clients per advisor—indicating a scaled, platform-supported service model. The firm’s advisors are also registered representatives of Mutual Securities and licensed insurance agents, which enables commissionable product sales and creates potential conflicts of interest that the firm addresses through disclosures, its Code of Ethics, and client-facing policies.
Client services
Expertise
Fee options
Maximum annual fee of 2.00%, billed quarterly in advance on a pro-rata basis based on account value at previous quarter end; fees are negotiable
Representatives are registered representatives able to accept commissions from sale of securities including mutual fund trail fees
Main office
4615 Chadwick Road, Suite 1
Cedar Falls IA 50613
Advisors at this office
3
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Iowa · Kansas · Louisiana · Michigan · Minnesota · Missouri · Nebraska · Tennessee · Texas · Wisconsin
Also doing business as
Dynamic Financial Group · Dynamic Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Caleb S
Series 66
Cedar Falls, IA
Dynamic Financial Group
Caleb Schmidt is a financial advisor at Dynamic Financial Group with 13 years of industry experience. He holds a Series 66 designation and has worked at Dynamic Financial Group since 2017, following prior roles at Cetera Advisors LLC and Financial Resource Advisors. Outside of his advisory work, Schmidt is president of Schmidt Financial Services, Inc., and also works as an insurance agent selling life, health, and long-term care insurance. Dynamic Financial Group advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing $474 million in discretionary assets. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers comprehensive portfolio management and financial planning through a four-advisor team.
Darren Y
Series 66
Cedar Falls, IA
Dynamic Financial Group
Darren Yoder is a financial advisor with Dynamic Financial Group in Cedar Falls, Iowa, holding a Series 66 designation and 22 years of industry experience. He has worked at Dynamic Financial Group since 2017, following a prior role at Cetera Advisors LLC from 2013 to 2017. In addition to his advisory work, he operates as an independent insurance agent. Dynamic Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing comprehensive portfolio management and financial planning through a team of four advisors managing over $474 million in discretionary assets. The firm employs a combination of fundamental, technical, and cyclical analysis across a wide range of investment strategies with continuous monitoring and rebalancing.
Luke M
Series 65
Cedar Falls, IA
Dynamic Financial Group
Luke Merfeld is a financial advisor at Dynamic Financial Group in Cedar Falls, IA, holding a Series 65 designation with three years of industry experience. Prior to joining Dynamic Financial Group, he worked at Lincoln Savings Bank and Scheels, and spent nine years in education. Dynamic Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with comprehensive portfolio management and financial planning. The firm employs a variety of investment strategies, including fundamental, technical, and cyclical analysis, and manages accounts on a discretionary basis with continuous monitoring and rebalancing.
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