DYNAMIC FINANCIAL GROUP, LLC
Legal name: DYNAMIC FINANCIAL GROUP
CRD #288763 SEC #801-111021 CEDAR FALLS, IA 319-277-2727
SEC Registered
Total AUM
$474.5M
Discretionary
$474.5M
Employees
4
Clients
--
Accounts
2,528
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| YODER, DARREN, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SCHMIDT, CALEB, MICHAEL | I | PRINCIPAL AND INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| SCHMIDT, CALEB, MICHAEL | I | PRINCIPAL AND INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| SCHMIDT, CALEB, MICHAEL | I | PRINCIPAL AND INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| SCHMIDT, CALEB, MICHAEL | I | PRINCIPAL AND INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| SCHMIDT, CALEB, MICHAEL | I | PRINCIPAL AND INVESTMENT ADVISER REPRESENTATIVE | C | Control |
Registrations
Federal
IA
Jan 23, 2025 REGISTERED
Notice Filings (13)
CA FL GA IA IL KS LA MN MO NE TN TX WI
Address
4615 CHADWICK RDSUITE 1
CEDAR FALLS, IA 50613
United States
Phone: 319-277-2727