CS
Caleb Schmidt
from Dynamic Financial Group
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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
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
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting