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Caleb N Bjerk

Caleb N. Bjerk

CYR FINANCIAL
Hennepin, IL 61327
Some features on this profile are disabled
CRD#: 6883084
Caleb N Bjerk

Professional summary

Caleb N Bjerk, CFP® is a registered financial advisor currently at CYR FINANCIAL INC. located in Hennepin, Illinois.

Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Caleb has worked at 4 firms and has passed the Series 63, Series 7TO, SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caleb N Bjerk'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

March 18, 2026 - Present

CYR FINANCIAL INC.

Office #1: 220 E High St Suite 102, Hennepin, IL 61327
RIA
CRD#: 277118
Hennepin, IL
Past

March 28, 2025 - March 17, 2026

MODERN WEALTH MANAGEMENT, LLC

RIA
CRD#: 324624
OGDEN, UT
Past

August 4, 2023 - March 28, 2025

WADE FINANCIAL ADVISORY, INC.

RIA
CRD#: 108627
CAMPBELL, CA
Past

March 27, 2018 - September 13, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
DELAFIELD, WI

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".
CF
CYR FINANCIAL INC.
CYR FINANCIAL INC.

CRD#: 277118 / SEC#: 801-129601

RIA
Registered Investment Advisory firm - (3/1/2024 Approved)
Florida
Registered Investment Advisory firm - (3/4/2024 Terminated)
Illinois
Registered Investment Advisory firm - (3/4/2024 Terminated)
Texas
Registered Investment Advisory firm - (12/20/2016 Terminated)

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
(3/18/2026)
IAR
Texas
(3/18/2026)
IAR
Utah
(3/18/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/18/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/13/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/27/2018
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CF
CYR FINANCIAL INC.
CYR FINANCIAL INC.

CRD#: 277118 / SEC#: 801-129601

RIA
Registered Investment Advisory firm - (3/1/2024 Approved)
Florida
Registered Investment Advisory firm - (3/4/2024 Terminated)
Illinois
Registered Investment Advisory firm - (3/4/2024 Terminated)
Texas
Registered Investment Advisory firm - (12/20/2016 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
220 E High St Suite 102, Hennepin, IL 61327
Mailing Address
Phone number
(815) 925-7501
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CYR FINANCIAL DISCLOSURE BROCHURE (1/31/2026)

Regulatory assets under management

Total Number of Accounts1,348
AUM (Assets Under Management)$ 180,516,603

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.

Company Information

CYR FINANCIAL INC.

CRD#: 277118Hennepin, IL 61327

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