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Caleb Jonathan Smoes

LIFEWISE WEALTH ADVISORS
CHAMPAIGN, IL
·CRD# 5968483·14 years experience

Professional Summary

Caleb Jonathan Smoes is a registered financial advisor currently at LIFEWISE WEALTH ADVISORS located in Champaign, Illinois. Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Caleb has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

14 years in the financial services industry

Current & Past Employments

LIFEWISE WEALTH ADVISORS·CRD# 341748
RIA
2911 Crossing Court Suite 102, Champaign, IL 61822
July 27, 2026 - Present
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
Champaign, IL
June 29, 2023 - July 24, 2026
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
Champaign, IL
January 31, 2019 - June 29, 2023
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Champaign, IL
January 31, 2019 - July 24, 2026
IPI WEALTH MANAGEMENT, INC.·CRD# 111872
RIA
Champaign, IL
June 11, 2013 - February 20, 2019
INVESTMENT PLANNERS, INC.·CRD# 18557
BD
Champaign, IL
November 21, 2012 - February 20, 2019

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Current Firm

LW
LIFEWISE WEALTH ADVISORS

CENTRAL ILLINOIS GROUP, LLC | LIFEWISE WEALTH ADVISORS

CRD#: 341748 / SEC#: 801-136469
RIA
Registered Investment Advisory firm - SEC (6/18/2026 Approved)

Contact Information

Main Address

2911 Crossing Court Suite 102, Champaign, IL 61822

Phone Number

(217) 351-8755

# of Employees

8

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LIFEWISE WEALTH ADVISORS ADV PART 2A 9-10-26 (9/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,123

AUM (Assets Under Management)

$491,909,807

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 9/2018 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: CENTRAL ILLINOIS GROUP LLC, DBA LIFEWISE WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ENTITY FOR BUSINESS OPERATION AND DBA NAME START DATE: 1/2019 POSITION/TITLE/RELATIONSHIP: CO_OWNER, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVISORY AND BROKERAGE SERVICES TO CLIENTS; 3. NAME OF OTHER BUSINESS: CIG TAX ADVISORS LLC DBA LIFEWISE TAX ADVISORS, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING START DATE: 01/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: BUSINESS ADMINISTRATION, STAFF SUPERVISION AND BUSINESS DEVELOPMENT;

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LIFEWISE WEALTH ADVISORS

CENTRAL ILLINOIS GROUP, LLC | LIFEWISE WEALTH ADVISORS

CRD#: 341748 / SEC#: 801-136469
RIA
Registered Investment Advisory firm - SEC (6/18/2026 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Illinois
(7/27/2026)
IAR
Texas
(9/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2013About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2012About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Caleb Jonathan Smoes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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