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CALEB JOHN MOYER

CALEB J. MOYER

MOYER FINANCIALS | Financial Planner
OMAHA, NE 68144
Some features on this profile are disabled
CRD#: 7123832
CALEB JOHN MOYER

Professional summary

CALEB JOHN MOYER, CFP® is a registered financial advisor currently at MOYER FINANCIALS LLC located in Omaha, Nebraska.

CALEB is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. CALEB has worked at 7 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"?
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 JOHN MOYER'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: 2022

Experience

Current

May 8, 2026 - Present

MOYER FINANCIALS LLC

Office #1: 12305 Gold St Ste 10, Omaha, NE 68144
RIA
CRD#: 340367
OMAHA, NE
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

BD
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

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
Nebraska
(5/8/2026)

Exams

State Security Law Exam
RR
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
RR
Series 7TO
Date: 10/1/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/25/2021
Securities Industry Essentials Examination

Current Firm

MF
MOYER FINANCIALS LLC
MOYER FINANCIALS | MOYER FINANCIALS LLC

CRD#: 340367 / SEC#:

Nebraska
Registered Investment Advisory firm - (5/7/2026 Approved)
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Contact information

Main Address
12305 Gold St Ste 10, Omaha, NE 68144
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

MOYER FINANCIALS LLC

Financial PlannerCRD#: 340367Omaha, NE 68144

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