Kaleb Hougland (CRD# 7013236) is an Investment Advisor Representative working at David James Financial in North Liberty, IA and has over 2 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| David James Financial Inc. | North Liberty, IA | Oct 2021 - Current | 1 |
| Nestle Purina | Davenport, IA | Nov 2020 - Current | 2 |
| United States Marine Corps | Peoria, IL | Nov 2010 - Nov 2020 | 10 |
| Murray Warehousing | Davenport, IA | Aug 2015 - Jan 2016 | < 1 |
| U.s. Auctioneers | Le Claire, IA | Aug 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- IA
-
Total Assets Under Management95MILLIONS
-
Total Number of Accounts331ACCOUNTS
-
Average Account Value$287,009
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IA, IL, KY, NE, TX
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