Caleb Schmidt, financial advisor Cedar Falls IA
93 score

Caleb Schmidt

CRD Number: 5970498
Current Firm: Dynamic Financial Group

Caleb Schmidt (CRD# 5970498) is an Investment Advisor Representative working at Dynamic Financial Group in Cedar Falls, IA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Dynamic Financial Group, LLC Cedar Falls, ID Aug 2017 - Current < 1
Cetera Advisors LLC Denver, CO Jan 2013 - Aug 2017 4
Financial Resource Advisors Waterloo, IA Aug 2011 - Aug 2017 6
Multi-financial Securities Corporation El Segundo, CA Oct 2012 - Dec 2012 < 1
Act Iowa City, IA Nov 2008 - Jun 2011 2
Student Iowa City, IA Aug 2007 - Nov 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Caleb M. Schmidt
Phone Number: 319-277-2727
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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