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Jody Lea Corwin

Dynamic Financial Group

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About Jody Lea Corwin

Jody Lea Corwin is an active investment advisor representative with Dynamic Financial Group. Jody Lea Corwin has been in the industry for over 20 years. In addition to the Dynamic Financial Group, Jody Lea Corwin was previously registered with Mutual Securities, Inc., Cetera Advisors LLC, LPL Financial LLC, Financial Network Investment Corporation, and Locust Street Securities, Inc.. Jody Lea Corwin holds the Series 6, Series 7, Series 63, and Series 65 licenses and is registered in Iowa and Texas. Jody Lea Corwin is also a Registered Representative, offering services to individuals and businesses, with assets under management totaling over $474 million.

Firm Information

Jody Corwin 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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Jody Corwin’s Registration & Firm History

IA

08/28/2017 - Present

Dynamic Financial Group (Cedar Falls IA)

IA

08/29/2017 - 07/01/2022

MUTUAL SECURITIES, INC. (Cedar Falls IA)

IA

06/14/2013 - 08/28/2017

CETERA ADVISORS LLC (WATERLOO IA)

IA

12/18/2009 - 06/20/2013

LPL FINANCIAL LLC (REINBECK IA)

IA

03/27/2003 - 12/18/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (REINBECK IA)

IA

02/16/2000 - 03/31/2003

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

IA

Issued 01/26/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/15/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jody Lea Corwin.
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