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CS

Caleb J. Sutton

INTEGRITAS WEALTH MANAGEMENT
CARBONDALE, IL 62901
Some features on this profile are disabled
CRD#: 7280031
CS

Professional summary

Caleb James Sutton is a registered financial advisor currently at INTEGRITAS WEALTH MANAGEMENT located in Carbondale, Illinois.

Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Caleb has worked at 1 firm and has passed the Series 65 exam.

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 James Sutton'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®
None

Experience

Current

July 1, 2021 - Present

INTEGRITAS WEALTH MANAGEMENT

Office #1: 2250 N. Illinois Avenue, Carbondale, IL 62901
RIA
CRD#: 310193
CARBONDALE, IL
Past

July 1, 2021 - December 31, 2023

INTEGRITAS WEALTH MANAGEMENT

RIA
CRD#: 310193
CARBONDALE, IL

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
(7/1/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/1/2021
Uniform Investment Adviser Law Examination

Current Firm

IW
INTEGRITAS WEALTH MANAGEMENT
INTEGRITAS WEALTH MANAGEMENT | INTEGRITAS WEALTH MANAGEMENT LLC

CRD#: 310193 / SEC#:

Illinois
Registered Investment Advisory firm - (10/1/2020 Approved)
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Contact information

Main Address
2250 N. Illinois Avenue, Carbondale, IL 62901
Mailing Address
Phone number
(618) 833-1691
Established
Firm type
Fiscal year end
# of Employees
2

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

INTEGRITAS WEALTH MANAGEMENT

CRD#: 310193Carbondale, IL 62901

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