CC
Caleb K. Collier
MARIPAU WEALTH MANAGEMENT LLC
ANN ARBOR, MI 48101
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CRD#: 6518566
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Professional summary
Caleb K Collier, who also goes by Caleb K. Collier, is a registered financial advisor currently at MARIPAU WEALTH MANAGEMENT LLC located in Ann Arbor, Michigan.
Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Caleb has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Caleb K. Collier
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.) SENIOR BENEFITS AND PLANNING, LLC DBA COLLIER FINANCIAL; 315 E EISENHOWER DRIVE, SUITE 303, ANN ARBOR, MI, 48108; YES, INVESTMENT RELATED; INSURANCE SALES; VP AND INSURANCE AGENT; START DATE 01/2002; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; DUTIES INCLUDE MAKING DECISIONS IN REGARDS TO BUSINESS OPERATIONS, STAFFING, BUDGETING, ETC., AND INSURANCE SALES AND SERVICES. 2.) SIGNAL ADVISORS USA INC.; 1555 BROADWAY STREET, DETROIT, MI 48226; YES, INVESTMENT RELATED; DISTRIBUTION OF FIXED INDEXED ANNUITIES AND LIFE INSURANCE; VP OF STRATEGY; START DATE 1/2020; APPROX 20 HOUR/MONTH; APPROX 12/MONTH DURING TRADING HOURS; DUTIES INCLUDE DEVELOPMENT AND IMPLEMENTATION OF PRODUCT DISTRIBUTION STRATEGY.
CRS (Client Relationship Summary) - RIA
Click below to view Caleb K Collier's 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®
NoneExperience
Current
April 29, 2021 - Present
MARIPAU WEALTH MANAGEMENT LLC
Office #1: 315 East Eisenhower Parkway Suite 303, Ann Arbor, MI 48101RIA
CRD#: 311934
ANN ARBOR, MI
Past
July 9, 2018 - April 27, 2021
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
ANN ARBOR, MI
Past
June 22, 2015 - July 10, 2018
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
FORT WAYNE, IN
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".
MW
MARIPAU WEALTH MANAGEMENT LLC
ABRAHAMSEN FINANCIAL GROUP | TRUE CLASSIC WEALTH | STEINHANDLER WEALTH ADVISORS | RUTKOWSKI FINANCIAL | RCS WEALTH MANAGEMENT | PARCO WEALTH MANAGEMENT | MELTON & COMPANY | MARIPAU WEALTH MANAGEMENT LLC | LIBERTY ADVISORY GROUP | JIM SLOAN & ASSOCIATES | HORAK LEGACY GROUP | DREAM BUILDERS FINANCIAL SERVICES | CONVERGENCE WEALTH PARTNERS | COLLIER FINANCIAL | APEX WEALTH
CRD#: 311934 / SEC#: 801-120262
RIA
Registered Investment Advisory firm - (2/3/2021 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.Highlighted states indicate IAR registrations
IAR
Michigan(4/29/2021)
IAR
Texas(4/29/2021)
Current Firm
MW
MARIPAU WEALTH MANAGEMENT LLC
ABRAHAMSEN FINANCIAL GROUP | TRUE CLASSIC WEALTH | STEINHANDLER WEALTH ADVISORS | RUTKOWSKI FINANCIAL | RCS WEALTH MANAGEMENT | PARCO WEALTH MANAGEMENT | MELTON & COMPANY | MARIPAU WEALTH MANAGEMENT LLC | LIBERTY ADVISORY GROUP | JIM SLOAN & ASSOCIATES | HORAK LEGACY GROUP | DREAM BUILDERS FINANCIAL SERVICES | CONVERGENCE WEALTH PARTNERS | COLLIER FINANCIAL | APEX WEALTH
CRD#: 311934 / SEC#: 801-120262
RIA
Registered Investment Advisory firm - (2/3/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4509 Maplecrest Road, Fort Wayne, IN 46835
Mailing Address
Phone number
(260) 493-3930
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,398 |
| AUM (Assets Under Management) | $ 296,116,147 |
Red Flags
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Company Information
MARIPAU WEALTH MANAGEMENT LLC
CRD#: 311934Ann Arbor, MI 48101TRUST BUT VERIFY
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