Dynamic Financial Group

Caleb Schmidt is a financial advisor at Dynamic Financial Group with 13 years of industry experience. He holds a Series 66 designation and has worked at Dynamic Financial Group since 2017, following prior roles at Cetera Advisors LLC and Financial Resource Advisors. Outside of his advisory work, Schmidt is president of Schmidt Financial Services, Inc., and also works as an insurance agent selling life, health, and long-term care insurance. Dynamic Financial Group advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing $474 million in discretionary assets. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers comprehensive portfolio management and financial planning through a four-advisor team.

Darren Yoder is a financial advisor with Dynamic Financial Group in Cedar Falls, Iowa, holding a Series 66 designation and 22 years of industry experience. He has worked at Dynamic Financial Group since 2017, following a prior role at Cetera Advisors LLC from 2013 to 2017. In addition to his advisory work, he operates as an independent insurance agent. Dynamic Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing comprehensive portfolio management and financial planning through a team of four advisors managing over $474 million in discretionary assets. The firm employs a combination of fundamental, technical, and cyclical analysis across a wide range of investment strategies with continuous monitoring and rebalancing.

Luke Merfeld is a financial advisor at Dynamic Financial Group in Cedar Falls, IA, holding a Series 65 designation with three years of industry experience. Prior to joining Dynamic Financial Group, he worked at Lincoln Savings Bank and Scheels, and spent nine years in education. Dynamic Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with comprehensive portfolio management and financial planning. The firm employs a variety of investment strategies, including fundamental, technical, and cyclical analysis, and manages accounts on a discretionary basis with continuous monitoring and rebalancing.