Caleb J. Smoes

LIFEWISE WEALTH ADVISORS

CHAMPAIGN, IL 61822

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CRD#: 5968483

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

Aliases

None

Other business activities

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;

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 27, 2026 - Present

LIFEWISE WEALTH ADVISORS

Office #1: 2911 Crossing Court Suite 102, Champaign, IL 61822

RIA

CRD#: 341748

CHAMPAIGN, IL

Past

June 29, 2023 - July 24, 2026

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

CHAMPAIGN, IL

Past

January 31, 2019 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

CHAMPAIGN, IL

Past

January 31, 2019 - July 24, 2026

CETERA WEALTH SERVICES, LLC

CRD#: 13572

CHAMPAIGN, IL

Past

June 11, 2013 - February 20, 2019

IPI WEALTH MANAGEMENT, INC.

RIA

CRD#: 111872

CHAMPAIGN, IL

Past

November 21, 2012 - February 20, 2019

INVESTMENT PLANNERS, INC.

CRD#: 18557

CHAMPAIGN, IL

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.

Highlighted states indicate IAR registrations

IAR

Illinois
(7/27/2026)

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

State Security Law Exam

IAR

Series 66

Date: 5/29/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/20/2012

General Securities Representative Examination

Current Firm

LIFEWISE WEALTH ADVISORS

CENTRAL ILLINOIS GROUP, LLC | LIFEWISE WEALTH ADVISORS

CRD#: 341748 / SEC#: 801-136469

RIA

Registered Investment Advisory firm - (6/18/2026 120-Day Approval)

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Contact information

Main Address

2911 Crossing Court Suite 102, Champaign, IL 61822

Mailing Address

Phone number

(217) 351-8755

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIFEWISE WEALTH ADVISORS ADV PART 2A 05-12-2026 (5/12/2026)

Red Flags

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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Caleb J. Smoes

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LIFEWISE WEALTH ADVISORS

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

IPI WEALTH MANAGEMENT, INC.

INVESTMENT PLANNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/29/2013

SIE

Date: 10/1/2018

Series 7

Date: 11/20/2012

Current Firm

LIFEWISE WEALTH ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

LIFEWISE WEALTH ADVISORS

TRUST BUT VERIFY

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