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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Value insight
- Established Date
- 08-25-2017
- Office Locations
- 1
Office Locations
About Dynamic Financial Group
Dynamic Financial Group is a Cedar Falls, Iowa-based wealth management team providing comprehensive financial planning and portfolio management, coordinating savings, investments, and corporate benefits. Serves retail clients including entrepreneurs, with access to a client portal on Orion. Investment implementation spans public funds and ETFs, with Fidelity/NFS listed as custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DARREN PAUL YODER
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4456869
- Ownership
- 50% but less than 75%
CALEB MICHAEL SCHMIDT
Investment Adviser Representative, Investment Advisor Representative, PRINCIPAL
- CRD
- #5970498
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Luke Donald Merfeld
Financial Advisor
- CRD
- #7490074
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $539,558,246 | $216,690 |
| Non-Discretionary | $0 | -- |
| Total | $539,558,246 | $216,690 |
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Separately Managed Accounts
Total SMA Asset: $539,558,246
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,227,380,419 | 38.9% |
| Equity - Exchange | $871,143,815 | 10.5% |
| Cash | $2,970,185,578 | 35.8% |
| Equity - OTC | $1,227,897,949 | 14.8% |
| Total | $8,296,607,761 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON CREST FRONTIER | HARBOR QUANTUM | YXJTOEVMC | PQD | 12.58% | $29,540,080 |
| EMBER ALPHA | HORIZON SIGNAL | CBCXHXZTK | XERK | 10.55% | $100,906,342 |
| RADIAL UNISON NORTH | INSIGHT ALPHA | 4K946PTVR | TSXQ | 10.43% | $91,541,508 |
| ATLAS LEGACY VALUE | HARBOR PIONEER | S1IB616RY | XAC | 9.19% | $90,673,001 |
| LEGACY BEACON | MATRIX LEGACY | EF8ODOMD5 | FBEGG | 10.82% | $116,656,426 |
| BEACON HARBOR VITAL | HARBOR CREST | P8JHHPCNI | LEHMX | 1.51% | $29,334,060 |
| FOCUS MATRIX SIGNAL | ALPHA VECTOR | CX3ZRHEEA | RZE | 6.44% | $46,311,868 |
| CREST CREST LEGACY | WAVE TIMBER | 3T7F3WJYP | WQO | 6.61% | $45,367,474 |