CALEB J. MOYER

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CRD#: 7123832

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

CALEB JOHN MOYER, CFP® was a registered financial professional .

CALEB is a previously registered financial professional and started their career in finance in 2019. CALEB had worked at 6 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

What are your service offerings?

Tax Planning

Estate Planning

Investment Planning

Comprehensive Financial Planni...

Are you a "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.

Moyer Tax Services; No; 6640 Seward St. Omaha, NE, 68104; Tax Service; Owner; Owner; Monday, January 1, 2024; 10 hours total; 0 hours during work hours; Prepare tax returns for a few friends/family for a fee.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 2022

Experience

Past

June 3, 2025 - October 21, 2025

STEVENS CAPITAL PARTNERS

RIA

CRD#: 317517

OMAHA, NE

Past

April 20, 2022 - May 13, 2025

CREATIVE PLANNING

RIA

CRD#: 105348

Omaha, NE

Past

October 12, 2021 - April 25, 2022

TOEWS ASSET MANAGEMENT

RIA

CRD#: 106304

NORTHFIELD, NJ

Past

October 2, 2021 - April 18, 2022

NORTHERN LIGHTS DISTRIBUTORS, LLC

CRD#: 126159

ELKHORN, NE

Past

January 30, 2020 - August 9, 2021

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

OMAHA, NE

Past

June 6, 2019 - December 31, 2019

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

OMAHA, NE

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".

STEVENS CAPITAL PARTNERS

CRD#: 317517 / SEC#: 801-122960

RIA

Registered Investment Advisory firm - (1/11/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 10/28/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/5/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/1/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/25/2021

Securities Industry Essentials Examination

Current Firm

STEVENS CAPITAL PARTNERS

CRD#: 317517 / SEC#: 801-122960

RIA

Registered Investment Advisory firm - (1/11/2022 Approved)

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Contact information

Main Address

15514 Spaulding Plaza Suite D02, Omaha, NE 68116

Mailing Address

Phone number

(402) 251-5800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STEVENS CAPITAL PARTNERS ADV PART 2A (8/26/2025)

Regulatory assets under management

Total Number of Accounts	1,854
AUM (Assets Under Management)	$ 432,260,720

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

CALEB J. MOYER

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CREATIVE PLANNING

TOEWS ASSET MANAGEMENT

NORTHERN LIGHTS DISTRIBUTORS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

Primary Firm SEC Registration

STEVENS CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 10/28/2021

Series 65

Date: 6/5/2019

Series 7TO

Date: 10/1/2021

SIE

Date: 8/25/2021

Current Firm

STEVENS CAPITAL PARTNERS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEVENS CAPITAL PARTNERS

TRUST BUT VERIFY

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