Caleb Moyer, financial advisor Omaha NE

Caleb Moyer

CRD Number: 7123832
Current Firm: Creative Planning

Caleb Moyer (CRD# 7123832) is an Investment Advisor Representative working at Creative Planning in Omaha, NE and has over 5 years of experience in the finance industry. Caleb Moyer 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.

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Principal Advised Services
Professional Designations
Company Name Location Dates Years
Creative Planning, LLC Omaha, NE Apr 2022 - Current 2
Toews Corporation Northfield, NJ Aug 2021 - Apr 2022 < 1
Northern Lights Distributors, LLC Elkhorn, NE Aug 2021 - Apr 2022 < 1
Orion Portfolio Solutions, LLC Omaha, NE May 2019 - Aug 2021 2
Union Pacific Omaha, NE Apr 2017 - May 2019 2
Lincoln Financial Group Omaha, NE Jun 2016 - Apr 2017 < 1
Wendy's Mccook, NE May 2016 - Jun 2016 < 1
University Of Nebraska Omaha Omaha, NE Aug 2015 - May 2016 < 1
Wendy's Mccook, NE Dec 2015 - Jan 2016 < 1
Wendy's Mccook, NE May 2015 - Aug 2015 < 1
Cambridge High School Cambridge, NE Aug 2011 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
S63 Uniform Securities State Law Examination Oct 2021
Contact Info for Caleb J. Moyer
Phone Number: (866) 909-5148
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    175,272
    MILLIONS
  • Total Number of Accounts
    234,298
    ACCOUNTS
  • Average Account Value
    $748,072
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 pooled investment vehicles (other than investment companies)
  • 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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