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4615 Chadwick Rd Suite 1, Cedar Falls, IA 50613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-08-25 |
| TX | RA | APPROVED | 2017-08-25 |
Branch Locations
4615 Chadwick Road, Suite 1, Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Resource Advisors | Waterloo | IA | 08/2011 | 08/2017 |
| Cetera Advisors Llc | Denver | CO | 01/2013 | 08/2017 |
| Dynamic Financial Group, Llc | Cedar Falls | IA | 08/2017 | Present |
1. SCHMIDT FINANCIAL SERVICES, INC., NOT INVESTMENT RELATED, ADDRESS IS THE RESIDENTIAL LOCATION, ENTITY CREATED FOR TAX PURPOSES, START JANUARY 2015, 10 HOURS PER WEEK - NOT DURING TRADING HOURS, OWNER/PRESIDENT. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/06/2016 APX NUMBER OF HOURS PER WEEK: 4 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, AND LONG TERM CARE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-10 |
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