Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb N. Bjerk is a financial advisor at Wade Financial Advisory, Inc. Caleb has been in the financial services industry since 2018. Caleb has a Series 6, Series 7, and Series 63 license. Caleb is a Certified Financial Planner™ professional and a Chartered Financial Consultant™. Caleb is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals. Caleb specializes in retirement planning, college savings, investment management, and estate planning. Caleb's clients include individuals, families, and small businesses. Caleb is based in Campbell, CA and is registered to provide investment advisory services in California. Caleb's previous employment was with Northwestern Mutual Investment Services, LLC in Delafield, WI.
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.
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.
1
2
CA
08/04/2023 - Present
Wade Financial Advisory, Inc. (CAMPBELL CA)
WI
03/27/2018 - 09/13/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DELAFIELD WI)
BC
Issued 04/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Caleb Bjerk is the right advisor for you? Invested Better is here to help.
