Caleb Bronnenberg, financial advisor Victoria TX

Caleb Bronnenberg

CRD Number: 7360693
Current Firm: Sather Financial Group, Inc.

Caleb Bronnenberg (CRD# 7360693) is an Investment Advisor Representative working at Sather Financial Group, Inc. in Victoria, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sather Financial Group, Inc. Victoria, TX Mar 2021 - Current 3
Sather Financial Group New Braunfels, TX Feb 2016 - Current 8
Huntsman Corporation The Woodlands, TX Feb 2020 - Feb 2021 1
Camden Property Trust Houston, TX Jan 2020 - Feb 2020 < 1
Sather Financial Group New Braunfels, TX Mar 2011 - Jan 2020 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2021
Contact Info for Caleb R. Bronnenberg
Phone Number: 361-570-1800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,734
    MILLIONS
  • Total Number of Accounts
    1,305
    ACCOUNTS
  • Average Account Value
    $1,328,978
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

LA, NE, NH, TX

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