Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Merfeld is an investment advisor representative at Dynamic Financial Group, based in Cedar Falls, IA. Luke is registered with the state of Iowa and has been in the industry for 3 years. Luke has completed the Uniform Investment Adviser Law Examination and the Securities Industry Essentials Examination. Luke specializes in providing financial planning and portfolio management services to individuals and businesses. Dynamic Financial Group offers a variety of investment services to clients, including financial planning, portfolio management, and retirement planning. The firm manages over $474 million in assets for over 2500 clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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IA
06/06/2022 - Present
Dynamic Financial Group (CEDAR FALLS IA)
IA
Issued 06/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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