Caleb Laidig, financial advisor Mishawaka IN

Caleb Laidig

CRD Number: 6239920
Current Firm: Securities America Advisors, Inc.

Caleb Laidig (CRD# 6239920) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mishawaka, IN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Mishawaka, IN Sep 2020 - Current 1
Securities America Advisors, Inc. Mishawaka, IN Sep 2020 - Current 1
Securities Service Network, Inc. Mishawaka, IN Aug 2013 - Sep 2020 7
Crowe Horworth LLP Elkhart, IN Sep 2011 - Aug 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Caleb J. Laidig
Phone Number: 402-399-9111
Registered State(s):
  • IN
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    39,299
    MILLIONS
  • Total Number of Accounts
    217,546
    ACCOUNTS
  • Average Account Value
    $180,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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