Raymond Cal (CRD# 4917837) is an Investment Advisor Representative working at Principal Securities, Inc. in Stevens Point, WI and has over 19 years of experience in the finance industry.
CRD# 6862114
Thrivent Investment Management Inc.
CRD# 2315435
Thrivent Investment Management Inc.
CRD# 4290200
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Securities Inc. | Stevens Point, WI | Mar 2016 - Current | 8 |
| Principal Life Insurance Company | Stevens Point, WI | Nov 2012 - Current | 11 |
| Union Financial Inc. | Stevens Point, WI | Sep 2008 - Current | 15 |
| Heil Financial Group | Stevens Point, WI | Sep 2008 - Aug 2020 | 11 |
| Wisconsin Medical Society And Financial Services | Stevens Point, WI | Sep 2008 - Mar 2016 | 7 |
| Princor Financial Services Corporation | Stevens Point, WI | Feb 2005 - Mar 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2005 |
- TX
- WI
-
Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
-
Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, 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 derived from SEC.gov data covering 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.
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.