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Darren Paul Yoder

Dynamic Financial Group

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About Darren Paul Yoder

Darren Paul Yoder is a financial advisor with Dynamic Financial Group. Darren has been in the industry since November 2003. Darren is registered with the state of Iowa and Texas as well as with the Financial Industry Regulatory Authority (FINRA). Darren specializes in Portfolio Management for Individuals and Portfolio Management for Businesses. Darren also holds Series 66, Series 51, Series 24, SIE and Series 7 licenses. Darren has been associated with Dynamic Financial Group since August 2017. Before joining Dynamic Financial Group, Darren worked at Cetera Advisors LLC.

Firm Information

Darren Yoder is currently registered with Dynamic Financial Group. Dynamic Financial Group is an investment advisor registered with the SEC and located in CEDAR FALLS, IA. The firm manages approximately $474,460,193 in assets and has 2,528 client accounts. Their services include portfolio management for businesses and individuals. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals, with a total of 907 clients.
Dynamic Financial Group

4615 CHADWICK RD

CEDAR FALLS, IA 50613

$474.46M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Darren Yoder’s Registration & Firm History

IA

08/25/2017 - Present

Dynamic Financial Group (Cedar Falls IA)

IA

11/26/2003 - 08/28/2017

CETERA ADVISORS LLC (WATERLOO IA)

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Licenses & Designations

BOTH

Issued 12/19/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2008

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 10/22/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Darren Paul Yoder.
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