Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Jay Schoon is a registered investment advisor representative. Caleb is currently registered with West Michigan Advisors, LLC, based in Holland, Michigan. Caleb has been in the industry since 2018 and holds the Series 65 license. Caleb has previously worked at Gasaway Investment Advisors, Inc. and Northwestern Mutual.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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MI
09/26/2024 - Present
West Michigan Advisors, LLC (HOLLAND MI)
IA
Issued 08/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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