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DYNAMIC FINANCIAL GROUP

CEDAR FALLS, IA · CRD 288763 · IAPD ↗ · dynamicfinancial.net · 319-277-2727

$539.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2026 — DYNAMIC FINANCIAL GROUP notice-filed in AZ, CO, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — DYNAMIC FINANCIAL GROUP crossed $500M in regulatory AUM ($474.5M -> $539.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2025 — DYNAMIC FINANCIAL GROUP notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2025 — DYNAMIC FINANCIAL GROUP notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.