Dynamic Financial Group

Overview

Dynamic Financial Group is an SEC registered investment adviser based in Cedar Falls, IA, registered since 2017. It reports $54M in assets under management across 2,490 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$54M

Discretionary

100%

Accounts

2,490

Average account

$217K

Employees

3

Advisory reps

3

Registered since

2017

Jurisdictions

16

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Caleb Michael Schmidt Principal, Investment Adviser Representative CRD 5970498
• Darren Paul Yoder Managing Member, Chief Compliance Officer CRD 4456869

Advisory reps 3 of 3

• Luke Donald Merfeld Investment Adviser Rep CRD 7490074
• Caleb Michael Schmidt Insurance Agent · Investment Adviser Rep CRD 5970498
• Darren P Yoder Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4456869

Location

Headquarters

4615 Chadwick Rd Ste 1
Cedar Falls, IA 50613

County

Black Hawk

Metro area

Waterloo-Cedar Falls, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 16 jurisdictions
• Website: dynamicfinancial.net

Every state, with registration dates

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