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Luke Donald Merfeld

Dynamic Financial Group

Cedar Falls, IA

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Current Employers
Dynamic Financial Group

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-04
  • S65 Uniform Investment Adviser Law Examination
    2022-06-04

View on SEC IAPD

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Other Offices

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PRINCIPAL SECURITIES, INC. · CEDAR FALLS, IA
EDWARD JONES · CEDAR FALLS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Falls, IA
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