Caleb Schmidt (CRD# 5970498) is an Investment Advisor Representative working at Dynamic Financial Group in Cedar Falls, IA and has over 11 years of experience in the finance industry.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 5622169
Ameriprise Financial Services, LLC
CRD# 4720768
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Dynamic Financial Group, LLC | Cedar Falls, IA | Aug 2017 - Current | 6 |
Cetera Advisors LLC | Denver, CO | Jan 2013 - Aug 2017 | 4 |
Financial Resource Advisors | Waterloo, IA | Aug 2011 - Aug 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- IA
- TX
-
Total Assets Under Management416MILLIONS
-
Total Number of Accounts2,620ACCOUNTS
-
Average Account Value$158,657
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, GA, IA, IL, KS, LA, MN, MO, TX, WI
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