Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb James Barrett is a financial advisor with Ameriprise Financial Services, LLC. Caleb has been in the financial industry since 2015. Caleb is registered as a broker with Ameriprise Financial Services, LLC in Minnesota and is a registered investment advisor in Minnesota and Texas. Caleb holds the Series 66 and the Series 7 licenses as well as the SIE. Caleb provides financial planning, educational seminars, and portfolio management services for individuals and businesses. Caleb specializes in working with High Net Worth individuals, Trusts/Estates, Insurance Companies, Charitable Organizations, Pension and Profit Sharing Plans, and Corporations or other businesses. Caleb has been employed with Ameriprise Financial Services, LLC since 2017, and with Ameriprise Financial Services, Inc., since 2017. Prior to this, Caleb worked with Thrivent Investment Management Inc. Caleb is registered with FINRA and the SEC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
08/02/2021 - Present
Ameriprise Financial Services, LLC (LAKE ELMO MN)
MN
10/08/2015 - 09/27/2017
THRIVENT INVESTMENT MANAGEMENT INC. (VADNAIS HEIGHTS MN)
BOTH
Issued 11/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Caleb Barrett is the right advisor for you? Invested Better is here to help.
