Caleb Smoes (CRD# 5968483) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 4 years of experience in the finance industry.
CRD# 1728512
Northwestern Mutual Investment Services,llc
Score
96
CRD# 1287148
Ipi Wealth Management, Inc.
Score
96
CRD# 211809
Mml Investors Services, LLC
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Planners Inc. | Decatur, IL | Nov 2012 - Current | 5 |
| Investment Planners Inc. | Decatur, IL | May 2012 - Current | 5 |
| Northwestern Mutual | Normal, IL | Aug 2011 - May 2012 | < 1 |
| Illinois State University | Normal, IL | Apr 2010 - Apr 2012 | 2 |
| Park Lawn Services | Mahomet, IL | Aug 2009 - Aug 2011 | 2 |
| Parkland College | Champaign, IL | Jan 2008 - Apr 2010 | 2 |
| Richard Schrock Mowing | Dewey, IL | Jun 2008 - Aug 2009 | 1 |
| Menards | Champaign, IL | Apr 2008 - Jun 2008 | < 1 |
| Mahomet Seymour High School | Mahomet, IL | Aug 2003 - May 2008 | 4 |
| Hobbico | Champaign, IL | Feb 2008 - Apr 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- AZ
- IL
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Total Assets Under Management1,102MILLIONS
-
Total Number of Accounts7,241ACCOUNTS
-
Average Account Value$152,198
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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