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®).
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
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 |
- NE
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- 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 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
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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