Luke
Merfeld
Dynamic Financial Group
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About this Advisor
Luke Merfeld is a financial advisor based in Cedar Falls, Iowa, working with Dynamic Financial Group. Luke has previously held positions at Scheels, Lincoln Savings Bank, Dynamic Financial Group, and School. Luke has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Luke is part of Dynamic Financial Group, which operates out of Cedar Falls, Iowa. The firm has 4 employees and manages assets totaling $415.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Dynamic Financial Group includes asset-based fees.
Certifications and Registrations
Services Offered
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Dynamic Financial Group Brokerage Details
$415,682,227
4
2,620
$158,657
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Luke Merfeld Work History
Dynamic Financial Gorup
Lincoln Savings Bank
Scheels
School
Disclosures
Please visit the SEC profile of Luke Merfeld 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 6/19/2024. 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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