| Name | Title | Ownership | Since |
|---|---|---|---|
| Caleb Michael Schmidt Control | Principal And Investment Adviser Representative | 25-50% | 2022 |
| Darren Paul Yoder Control | Managing Member & Chief Compliance Officer | 50-75% | 2017 |
Dynamic Financial Group, LLC reports $539.6 million in regulatory assets under management on its Form ADV.
Dynamic Financial Group, LLC reports 3 employees.
Dynamic Financial Group, LLC is based in Cedar Falls, IA and has been SEC-registered since 2017.
Dynamic Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4615 Chadwick Rd, Suite 1, Cedar Falls, IA 50613 |
| Phone | 319-277-2727 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $539.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $539.6M |