DYNAMIC FINANCIAL GROUP, LLC

DYNAMIC FINANCIAL GROUP, LLC of CEDAR FALLS, IA is an SEC-registered investment adviser (CRD 288763). Regulatory assets under management: $539.6M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (4)

NameRoleLocation
Darren Paul YoderMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Caleb Michael SchmidtPRINCIPAL AND INVESTMENT ADVISER REPRESENTATIVE
YODER DARREN PAULMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
SCHMIDT CALEB MICHAELPRINCIPAL AND INVESTMENT ADVISER REPRESENTATIVE

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