Caleb
Schmidt
Dynamic Financial Group
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About this Advisor
Caleb Schmidt is a financial advisor working out of Cedar Falls, Iowa, who has 6 years of industry experience. Schmidt currently works for Dynamic Financial Group. Schmidt has gained experience at Financial Resource Advisors, Cetera Advisors LLC and Dynamic Financial Group, LLC. Schmidt maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa and Texas. Dynamic Financial Group is a financial advisory company operating out of Cedar Falls, IA. It manages $359 million in assets under management between its 2,605 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 2,605 client accounts, 18% are held by high-net-worth clients who have at least $1 million in assets available to invest. Dynamic Financial Group has a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services largely vary depending on which services are provided. However, fees billed by Dynamic Financial Group typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dynamic Financial Group Brokerage Details
$358,572,628
6
2,605
$137,648
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Caleb Schmidt Work History
Caleb has been registered as a financial advisor for 6 years.*
Dynamic Financial Group, LLC
Cetera Advisors LLC
Financial Resource Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Caleb Schmidt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dynamic Financial Group
Cedar Falls, IA
Cedar Falls, IA
Cedar Falls, IA
Cedar Falls, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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