Inactive

Luke Donald Merfeld

Dynamic Financial Group

Cedar Falls, IA

CRD 7490074

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Employer firm

Dynamic Financial Group CRD 288763

$540M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Dynamic Financial Group

4615 Chadwick Rd Suite 1, Cedar Falls, IA 50613 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2022-06-06

IA RA
APPROVED

Since 2022-06-06

Branch Locations

4615 Chadwick Rd Suite 1, Cedar Falls, IA 50613 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Scheels	Cedar Falls	IA	01/2019	10/2020
Lincoln Savings Bank	Waterloo	IA	10/2020	12/2021
Dynamic Financial Gorup	Cedar Falls	IA	01/2022	Present
School	Cedar Falls	IA	05/2012	06/2021

01/2019 → 10/2020

Scheels

Cedar Falls, IA
10/2020 → 12/2021

Lincoln Savings Bank

Waterloo, IA
01/2022 → Present

Dynamic Financial Gorup

Cedar Falls, IA
05/2012 → 06/2021

School

Cedar Falls, IA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-04

S65 Uniform Investment Adviser Law Examination

2022-06-04

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC

PRINCIPAL SECURITIES, INC.

Nearby Investors

ANDREW JOHN FOBER

Dixon Cameron Terry

Rae Irene Briney

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Cedar Falls, IA

AMERIPRISE FINANCIAL SERVICES, LLC · CEDAR FALLS, IA

AMERIPRISE FINANCIAL SERVICES, LLC · CEDAR FALLS, IA

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