AC
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Adam Caballero

10 Years of Experience
Milan, MI
Broker

Adam Caballero is a registered investment advisor at Cetera Investment Advisers LLC, based in Milan, MI, with 10 years of industry experience. Adam 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

103 E Main St, Milan, MI, 48160

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Adam owns residential and commercial real estate, and Caballero Financial. He also coaches for Milan Area Schools and Milan Wrestling Academy, spending about a third of his time on these coaching roles.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2025 - Present · 7 mos
Cetera Wealth Services, LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
Ameriprise Financial Services, LLC
December 2022 - October 2025 · 2 yrs 10 mos
Ameriprise Financial Services, LLCBroker
December 2022 - October 2025 · 2 yrs 10 mos
Edward Jones
December 2015 - December 2022 · 7 yrs
Edward JonesBroker
August 2015 - December 2022 · 7 yrs 4 mos
State Registrations11 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.