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Principal and Investment Adviser Representative · Dynamic Financial Group

Caleb M. Schmidt

CRD 5970498 · Named on Form ADV at one SEC-registered adviser

At a glance

Dynamic Financial Group, an SEC-registered wealth manager based in Cedar Falls, IA with $540 million in regulatory assets, lists Caleb M. Schmidt on its Form ADV as Principal and Investment Adviser Representative, a control person.

Firms and roles

  • Dynamic Financial GroupPrincipal and Investment Adviser RepresentativeWealth manager · Cedar Falls, IA · $540M in regulatory assets

AtlasMembers

Caleb’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Darren P. YoderManaging Member & Chief Compliance Officer, Dynamic Financial Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Caleb’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.