Dynamic Financial Group

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

4615 Chadwick Rd Ste 1, Cedar Falls, Iow...

Phone Number

(319) 277-2727

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
1
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1
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About Dynamic Financial Group

Dynamic Financial Group, located in Cedar Falls, Iowa, offers a range of financial services including retirement planning, investment portfolios, and college savings plans. The firm is staffed by experienced professionals dedicated to creating tailored financial solutions that align with clients' goals. They focus on coordinating various financial aspects such as savings and corporate benefits to develop comprehensive action plans. Their services are designed for individuals seeking to enhance their financial future through expert advice and strategic planning.Explore more
Dynamic Financial Group's Social MediaPopular SearchesDynamic Financial Group LLCDynamic Financial GroupDynamic Financial Group IncDynamic Financial IncDynamic Legacy GroupSIC Code 62,628NAICS Code 52,523Show more

Dynamic Financial Group Org Chart

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Financial Associate

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Administrator

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Financial Assistant

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Owner and Financial Advisor

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Owner and Financial Advisor

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Financial Assistant

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Financial Advising Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dynamic Financial Group

<$5M
1-10
Private
<$5M
2006
SP
Shelley PetersenFinancial Associate
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
11-50
Private
-
-
MH
Monica HunsakerClient Relationship Manager
<$5M
1-10
Private
-
2008
Maxine Swann, Founder & Chief Executive Officer at Win Wealth Solutions
Maxine SwannFounder & CEO
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Dynamic Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Dynamic Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dynamic Financial Group.

Dynamic Financial Group financials insights

Gather financial insights about Dynamic Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$32K

See All Dynamic Financial Group's Financials Insights

Dynamic Financial Group Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Dynamic Financial Group

What is Dynamic Financial Group's official website?
Dynamic Financial Group's official website is www.dynamicfinancial.net
What is Dynamic Financial Group's Revenue?
Dynamic Financial Group's revenue is <$5 Million
What is Dynamic Financial Group's SIC code?
Dynamic Financial Group's SIC: 62,628
What is Dynamic Financial Group's NAICS code?
Dynamic Financial Group's NAICS: 52,523
How many employees does Dynamic Financial Group have?
Dynamic Financial Group has 1-10 employees
What industry does Dynamic Financial Group belong to?
Dynamic Financial Group is in the industry of: Finance, Securities Trading
What is Dynamic Financial Group competition?
Dynamic Financial Group top competitors include: Emerald Wealth Management, Hardy Financial Strategies, Westex Investment Services, Win Wealth Solutions
What technology does Dynamic Financial Group use?
Some of the popular technologies that Dynamic Financial Group uses are: Barracuda Networks, Microsoft 365, Google Tag Manager, Font Awesome
How do I contact Dynamic Financial Group?
Dynamic Financial Group contact info: Phone number: (319) 277-2727 Website: www.dynamicfinancial.net
What does Dynamic Financial Group do?

Dynamic Financial Group, located in Cedar Falls, Iowa, offers a range of financial services including retirement planning, investment portfolios, and college savings plans. The firm is staffed by experienced professionals dedicated to creating tailored financial solutions that align with clients' goals. They focus on coordinating various financial... aspects such as savings and corporate benefits to develop comprehensive action plans. Their services are designed for individuals seeking to enhance their financial future through expert advice and strategic planning.Read More

What are Dynamic Financial Group social media links?
Dynamic Financial Group Linkedin page Dynamic Financial Group Facebook page
Is Dynamic Financial Group a public company?
Dynamic Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Dynamic Financial Group

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