Darren Yoder, financial advisor Cedar Falls IA
93 score

Darren Yoder

CRD Number: 4456869
Current Firm: Dynamic Financial Group

Darren Yoder (CRD# 4456869) is an Investment Advisor Representative working at Dynamic Financial Group in Cedar Falls, IA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Dynamic Financial Group, LLC Cedar Falls, IA Aug 2017 - Current < 1
Mutual Securities, Inc. Camarillo, CA Aug 2017 - Current < 1
Cetera Advisors LLC El Segundo, CA Jan 2013 - Aug 2017 4
Multi-financial Securities Corporation Denver, CO Oct 2003 - Dec 2012 9
Financial Resource Advisors Waterloo, IA Dec 2000 - Jan 2009 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Darren P. Yoder
Phone Number: 319-277-2727
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    246
    MILLIONS
  • Total Number of Accounts
    1,740
    ACCOUNTS
  • Average Account Value
    $141,273
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

IA, KS, MN, MO, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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