DYNAMIC FINANCIAL GROUP

4615 Chadwick Rd
Suite 1
Cedar Falls, Iowa 50613
Tel: 319-277-2727

About DYNAMIC FINANCIAL GROUP

DYNAMIC FINANCIAL GROUP, formally registered with the SEC as DYNAMIC FINANCIAL GROUP. The firm was established in 08/25/2017. They have over 1 offices throughout the country.

DYNAMIC FINANCIAL GROUP is a Cedar Falls, Iowa based Financial Planning firm with nearly $474,460,193 assets under management, offering retirement planning & investment advisory services to 2528 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288763
SEC#	801-111021
Assets Managed by Firm	$474,460,193
No. of Clients	2528
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2528	$474,460,193
Individuals (other than high net worth individuals)	769	$236,624,510
High net worth individuals	128	$237,835,683

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PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15

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