Caleb Smoes
Caleb Smoes is a registered investment advisor at Cetera Investment Advisers LLC, based in Bethany, IL, with 13 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
59 Cardinal Drive, Bethany, IL, 61914
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Regulatory History
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 sells life, disability, annuities, and long-term care insurance with various companies since 2018, dedicating a few hours per week. He is also a co-owner of Central Illinois Group LLC and owner of CIG Tax Advisors LLC, spending full-time hours and minimal time, respectively, on these ventures.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
State Registrations27 states
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