Caleb Schmidt
Caleb Schmidt is a registered investment advisor at Dynamic Financial Group, based in Cedar Falls, IA, with 13 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 866 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
4615 Chadwick Road, Suite 1, Cedar Falls, IA, 50613
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Caleb is the owner/president of Schmidt Financial Services, Inc., an entity created for tax purposes, spending a few hours per week. He also works as an insurance agent selling life, health, and long-term care insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Dynamic Financial Group
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.