Caleb Collier (CRD# 6518566) is an Investment Advisor Representative working at Maripau Wealth Management LLC in Ann Arbor, MI and has over 8 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maripau Wealth Management LLC | Ann Arbor, MI | Apr 2021 - Current | 3 |
| Signal Advisors Usa, Inc. | Detroit, MI | Jan 2020 - Current | 4 |
| Senior Benefits And Planning, Llc Dba Collier Financial | Fort Wayne, IN | Jan 2002 - Current | 22 |
| Ae Wealth Management, LLC | Topeka, KS | Jul 2018 - Apr 2021 | 2 |
| Global Financial Private Capital, LLC | Sarasota, FL | Jun 2015 - Jul 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- MI
- TX
-
Total Assets Under Management235MILLIONS
-
Total Number of Accounts1,986ACCOUNTS
-
Average Account Value$118,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, CO, FL, GA, IL, IN, KS, MA, MI, NJ, OH, RI, SC, TX, WA
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