Caleb Schmidt

from Dynamic Financial Group
SEC regulated
Regulated Investment Advisor
Caleb Schmidt is a financial advisor based in Iowa, Cedar Falls, with 13 years of experience. Caleb currently works for Dynamic Financial Group. Caleb maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Caleb Schmidt works at Dynamic Financial Group
Dynamic Financial Group is a financial advisory firm based in Cedar Falls, Iowa. It currently has approximately $415,682,227 of assets under management and employs about 4 people. Dynamic Financial Group uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
and a percentage of assets under your management
Office location
4615 Chadwick Rd, Suite 1, Cedar Falls, Iowa, 50613

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