Darren Paul Yoder
Investment adviser representative at Dynamic Financial Group
13 yearsExperience
2 statesRegistered in
$539.6MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Dynamic Financial Group, LLCAug 2017 to now
- Mutual Securities, Inc.Aug 2017 to now
- Cetera Advisors LLCJan 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Dynamic Financial Group
Legal name: Dynamic Financial Group, LLC
$539.6MAssets managed
866Clients
3Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4456869
- Firm CRD
- 288763