Caleb is a Financial Advisor Trainee Intern with Retire SMART, as well as a current student at Iowa State University studying Financial Planning. Caleb is passionate about the financial services industry, and has enjoyed learning from the wealth of knowledge that Retire SMART’s advisors have. His major in school is registered with the Certified Financial Planner Board, so he plans to pursue a CFP designation following graduation. Outside of the office, Caleb loves sports, spending time with family and friends, staying active in the gym, and participating in his college ministry at ISU.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
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