Caleb
Smoes
Cetera Investment Advisers LLC
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About this Advisor
Caleb Smoes is a financial advisor based in Champaign, Illinois, working with Cetera Investment Advisers LLC. Caleb has previously worked at Investment Planners Inc, Cetera Advisor Networks LLC, Central Illinois Group LLC, Dba Lifewise Wealth Advisors, Ipi Wealth Management, Thomas J. Ealy, Pro-Fab Creations, Inc, Cetera Investment Advisers LLC, and Cig Tax Advisors LLC Dba Lifewise Tax Advisors. Caleb has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Caleb is part of Cetera Investment Advisers LLC, which operates out of Champaign, Illinois. The firm has 4,816 offices and 7,705 employees. Cetera Investment Advisers LLC manages assets totaling $163.8 billion and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$163,792,814,520
7,705
584,487
$280,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Caleb Smoes Work History
Cetera Investment Advisers LLC
Cig Tax Advisors LLC Dba Lifewise Tax Advisors
Cetera Advisor Networks LLC
Central Illinois Group LLC, Dba Lifewise Wealth Advisors
Pro-Fab Creations, Inc
Thomas J. Ealy
Ipi Wealth Management
Investment Planners Inc
Disclosures
Please visit the SEC profile of Caleb Smoes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
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