Caleb A. Bell

LIFE WISE PLANNING GROUP LLC

SCOTTSDALE, AZ 85255

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CRD#: 7285314

Professional summary

Caleb Allan Bell is a registered financial advisor currently at LIFE WISE PLANNING GROUP LLC located in Scottsdale, Arizona.

Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Caleb has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE 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 Allan Bell'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 8, 2024 - Present

LIFE WISE PLANNING GROUP LLC

Office #1: 8700 East Vista Bonita Drive Suite 216, Scottsdale, AZ 85255

RIA

CRD#: 327236

SCOTTSDALE, AZ

Past

September 11, 2020 - April 13, 2022

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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

Arizona
(7/18/2024)

IAR

Wisconsin
(7/8/2024)

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

IAR

Series 65

Date: 5/31/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/23/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/11/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/9/2020

Securities Industry Essentials Examination

Current Firm

LIFE WISE PLANNING GROUP LLC

CRD#: 327236 / SEC#:

Arizona

Registered Investment Advisory firm - (7/19/2023 Approved)

Wisconsin

Registered Investment Advisory firm - (8/2/2023 Approved)

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Contact information

Main Address

8700 East Vista Bonita Drive Suite 216, Scottsdale, AZ 85255

Mailing Address

Phone number

(480) 661-4071

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	287
AUM (Assets Under Management)	$ 52,070,750

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Caleb A. Bell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caleb Allan Bell's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFE WISE PLANNING GROUP LLC

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 5/31/2024

Series 63

Date: 9/23/2020

Series 7TO

Date: 9/11/2020

SIE

Date: 6/9/2020

Current Firm

LIFE WISE PLANNING GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFE WISE PLANNING GROUP LLC

TRUST BUT VERIFY

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