Caleb Rich (CRD# 7365542) is an Investment Advisor Representative working at Prudential Financial Planning Services in Godfrey, IL and has 1 year of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Springfield, IL | Sep 2021 - Current | 1 |
| Pruco Securities, LLC | Springfield, IL | Apr 2021 - Current | 2 |
| Unemployed | Brighton, IL | May 2020 - Apr 2021 | < 1 |
| Southern Illinois University Edwardsville | Edwardsville, IL | Aug 2017 - May 2020 | 2 |
| Altonwoodriver Sportsman's Club | Godfrey, IL | Apr 2018 - Mar 2020 | 1 |
| Steak N' Shake | Alton, IL | May 2014 - Aug 2017 | 3 |
| Lewis And Clark Community College | Godfrey, IL | Aug 2013 - May 2016 | 2 |
| Southwestern Highshcool | Piasa, IL | Apr 2011 - Aug 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- IL
- TX
-
Total Assets Under Management14,029MILLIONS
-
Total Number of Accounts106,737ACCOUNTS
-
Average Account Value$131,438
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.