Dynamic Financial Group

Dynamic Financial Group (CRD# 288763) is a financial advisory firm headquartered in Cedar Falls, IA. They manage $415,682,227 in 2,620 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
4615 Chadwick Rd, Suite 1, Cedar Falls, IA 50613
http://www.dynamicfinancial.net
By the Numbers
  • Total Assets Under Management
    416
    MILLION
  • Total Number of Accounts
    2,620
    ACCOUNTS
  • Average Account Value
    $158,657
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IA, IL, KS, LA, MN, MO, TX, WI

Financial Advisors at Dynamic Financial Group
Showing 1 - 4 of 4 top financial advisors.
1
Jody Corwin, financial advisor Cedar Falls IA
Jody L. Corwin
CRD#: 4079159
4615 Chadwick Road, Suite 1, Cedar Falls, IA 50613

Jody Corwin (CRD# 4079159) is an Investment Advisor Representative working at Dynamic Financial Group in Cedar Falls, IA and has over 24 years of experience in the finance industry.

2
Caleb Schmidt, financial advisor Cedar Falls IA
Caleb M. Schmidt
CRD#: 5970498
4615 Chadwick Road, Suite 1, Cedar Falls, IA 50613

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.

3
Darren Yoder, financial advisor Cedar Falls IA
Darren P. Yoder
CRD#: 4456869
4615 Chadwick Road, Suite 1, Cedar Falls, IA 50613

Darren Yoder (CRD# 4456869) is an Investment Advisor Representative working at Dynamic Financial Group in Cedar Falls, IA and has over 20 years of experience in the finance industry.

4
Luke Merfeld, financial advisor Cedar Falls IA
Luke D. Merfeld
CRD#: 7490074
4615 Chadwick Rd, Suite 1, Cedar Falls, IA 50613

Luke Merfeld (CRD# 7490074) is an Investment Advisor Representative working at Dynamic Financial Group in Cedar Falls, IA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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