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Caleb Andrew Clark

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
151 advisors
Number of Clients
9,767 clients
Average Client Portfolio
$254K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K
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Location

2704 S Goyer Rd, Kokomo, IN, 46902

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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.

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Other Business ActivitiesSells Insurance

Caleb owns ProsperWise Financial LLC as an independent financial advisor, dedicating full-time hours to financial planning. He also spends a few hours per week on independent insurance sales.

Employment History
Current Registrations
Creative Financial Designs, INC.
August 2021 - Present · 4 yrs 6 mos
Cfd Investments, INC.Broker
July 2021 - Present · 4 yrs 7 mos
State Registrations19 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.