# DYNAMIC FINANCIAL GROUP, LLC

DYNAMIC FINANCIAL GROUP, LLC of CEDAR FALLS, IA is an SEC-registered investment adviser.

## Registration

- CRD: 288763
- Type: SEC-registered investment adviser
- SEC file number: 801-111021
- Location: 4615 CHADWICK RD, SUITE 1, CEDAR FALLS, IA, 50613
- Phone: 319-277-2727
- Latest filing: 2026-02-18
- Regulatory AUM: $539.6M
- Discretionary AUM: $539.6M
- Clients: 3
- Accounts: 2,490

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Darren Paul Yoder | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Caleb Michael Schmidt | PRINCIPAL AND INVESTMENT ADVISER REPRESENTATIVE | — |
| YODER DARREN PAUL | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SCHMIDT CALEB MICHAEL | PRINCIPAL AND INVESTMENT ADVISER REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288763/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288763/similar
- Related entities: https://search.stillhousedata.com/firm/288763/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288763

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.