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Managing Member & Chief Compliance Officer · Dynamic Financial Group

Darren P. Yoder

CRD 4456869 · 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 Darren P. Yoder on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • Dynamic Financial GroupManaging Member & Chief Compliance OfficerWealth manager · Cedar Falls, IA · $540M in regulatory assets

AtlasMembers

Darren’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

  • Caleb M. SchmidtPrincipal and Investment Adviser Representative, 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 Darren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.