Jordan W. Deboer

CALIBRATION FINANCIAL

Milaca, MN 56353

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CRD#: 6554740

Professional summary

Jordan Wain Deboer, CFP® is a registered financial advisor currently at CALIBRATION FINANCIAL located in Milaca, Minnesota.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jordan has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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. Utilize Allegis Advisor Group and Ash Brokerage as General Agents for the sale of fixed life insurance, disability income and long-term care transactions. Start date: 5/29/18, approx. 5 hrs/mo, all during mkt. hrs. 2. President's Council Member - Global Connection International, Lafayette, CO. Serve at will to help provide vision, resources and long-term, strategic planning for the outreach and programs of GCI. Start date: 12/1/16, less than 2 hrs/mo with 50% during mkt. hrs. 3. Board member - Milaca Area Chamber of Commerce, Milaca, MN. Responsible for membership growth and recognition of new members. Start date: 1/21/19 for a 3 year term. Approx. 5 hrs/mo with 2 hrs during trading. Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Wain Deboer'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

August 2, 2019 - Present

CALIBRATION FINANCIAL

Office #1: 120 Central Avenue North Suite A, Milaca, MN 56353

RIA

CRD#: 304118

Milaca, MN

Past

May 4, 2018 - August 2, 2019

SPC

RIA

CRD#: 110692

Milaca, MN

Past

May 4, 2018 - August 2, 2019

PARKLAND SECURITIES, LLC

CRD#: 115368

Milaca, MN

Past

July 20, 2016 - May 11, 2018

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

LITTLETON, CO

Past

October 31, 2015 - May 11, 2018

PRUCO SECURITIES, LLC.

CRD#: 5685

LITTLETON, CO

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

California
(3/6/2024)

IAR

Colorado
(3/25/2022)

IAR

Florida
(11/19/2024)

IAR

Minnesota
(8/2/2019)

IAR

Texas
(8/25/2022)

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

Series 63

Date: 11/5/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/29/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/27/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/31/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CALIBRATION FINANCIAL

CALIBRATION FINANCIAL | CALIBRATION FINANCIAL, LLC

CRD#: 304118 / SEC#:

California

Registered Investment Advisory firm - (3/6/2024 Approved)

Colorado

Registered Investment Advisory firm - (3/25/2022 Approved)

Florida

Registered Investment Advisory firm - (11/19/2024 Approved)

Minnesota

Registered Investment Advisory firm - (8/2/2019 Approved)

Texas

Registered Investment Advisory firm - (8/5/2022 Conditional Restricted)

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Contact information

Main Address

120 Central Avenue North Suite A, Milaca, MN 56353

Mailing Address

Phone number

(320) 362-6002

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	181
AUM (Assets Under Management)	$ 9,966,066

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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Advisor Monitoring

Firm Stability Insights

Jordan W. Deboer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Wain Deboer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPC

PARKLAND SECURITIES, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/5/2016

Series 65

Date: 6/29/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/27/2018

Series 6

Date: 10/31/2015

Current Firm

CALIBRATION FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CALIBRATION FINANCIAL

TRUST BUT VERIFY

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