Caleb Huftalin (CRD# 5114075) is an Investment Advisor Representative working at Ridgeline Private Wealth in Mesa, AZ and has over 12 years of experience in the finance industry. Caleb Huftalin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ridgeline Wealth, LLC | Mesa, AZ | Feb 2022 - Current | 2 |
| Catalyst Wealth Management | Suwanee, GA | Apr 2018 - Apr 2022 | 4 |
| Kalos Capital, Inc. | Alpharetta, GA | Nov 2015 - Oct 2019 | 3 |
| Kalos Management | Alpharetta, GA | Dec 2015 - Jul 2018 | 2 |
| Triad Advisors, Inc. | Norcross, GA | Oct 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- AZ
- CA
- FL
- GA
- IL
- TX
-
Total Assets Under Management112MILLIONS
-
Total Number of Accounts436ACCOUNTS
-
Average Account Value$255,979
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
AZ, CA, FL, GA, IL, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.