CC
CC

Caleb K Collier

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,146 clients
Average Client Portfolio
$258K average
Assets Under Management
$296.1M

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

315 East Eisenhower Parkway, Suite 303, Ann Arbor, MI, 48101

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Caleb is the VP and insurance agent at Senior Benefits and Planning, LLC, spending about half his time on business operations, staffing, budgeting, and insurance sales since 2002. He is also the VP of Strategy at Signal Advisors USA Inc., dedicating about 10-20% of his time to product distribution strategy since 2020, focusing on fixed indexed annuities and life insurance.

Employment History
Current Registrations
Maripau Wealth Management LLC
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Ae Wealth Management, LLC
July 2018 - April 2021 · 2 yrs 9 mos
Global Financial Private Capital, LLC
June 2015 - July 2018 · 3 yrs 1 mo
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.
Caleb K Collier - Financial Advisor | TrueAdvisor