Caleb Smoes, financial advisor Decatur IL
89 score

Caleb Smoes

CRD Number: 5968483
Current Firm: Ipi Wealth Management, Inc.

Caleb Smoes (CRD# 5968483) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Planners Inc. Decatur, IL Nov 2012 - Current 4
Investment Planners Inc. Decatur, IL May 2012 - Current 4
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
Mahomet Iga Mahomet, IL Sep 2006 - Feb 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Caleb J. Smoes
Phone Number: 217-425-6340
Registered State(s):
  • AZ
  • IL
By the Numbers
  • Total Assets Under Management
    995
    MILLIONS
  • Total Number of Accounts
    4,853
    ACCOUNTS
  • Average Account Value
    $204,941
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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