CB
Caleb M. Bogia-curles
DEFINING WEALTH
Mount Joy, PA
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CRD#: 7508468
CB
Professional summary
Caleb Matthew Bogia-curles is a registered financial advisor currently at DEFINING WEALTH located in Mount Joy, Pennsylvania.
Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Caleb has worked at 4 firms and has passed the Series 66, 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.
(1) 08/2025-Present: Focused Founders Wealth Planning LLC/Service & Consulting Related/Mount Joy, PA/Owner/Set up for specific purpose of reporting income through my LLC/Involves up to 10% of time per month, including during business hours// (2) 2022-Present: Licensed Insurance Agent/Insurance Related/Mount Joy,PA/Insurance service via unaffiliated issuers/Involves up to 10% time each month, including during traditional business hours// (3) 07/2024-Present: Redeemer Home Flippers LLC/Real Estate Business/Mount Joy, PA/Owner/Set up for the purpose of buying, improving, and selling real estate assets/Involves up to 10% of time per month, including during business hours// (4) 08/2022-Present: Professionals International/Non-Profit Service & Consulting/Orlando, FL/Board of Directors/Involved in strategic initiatives and decisions regarding financial management and investment for the non-profit entity/Involves less than 10 hours per month outside of business hours//
CRS (Client Relationship Summary) - RIA
Click below to view Caleb Matthew Bogia-curles'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®
NoneExperience
Current
August 21, 2025 - Present
DEFINING WEALTH
RIA
CRD#: 328930
Mount Joy, PA
Past
January 11, 2023 - August 14, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Elizabethtown, PA
Past
January 11, 2023 - August 14, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Elizabethtown, PA
Past
July 1, 2022 - January 2, 2023
FAITHWARD ADVISORS, LLC
RIA
CRD#: 116978
LANCASTER, PA
Past
June 1, 2022 - January 3, 2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
LANCASTER, PA
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
Pennsylvania(8/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/1/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
DW
DEFINING WEALTH
DEFINING WEALTH | REDWOOD WEALTH MANAGEMENT | FOCUSED FOUNDERS WEALTH PLANNING | DEFINING WEALTH PARTNERS LLC | DEFINING WEALTH PARTNERS
CRD#: 328930 / SEC#:
Michigan
Registered Investment Advisory firm - (12/12/2024 Approved)Ohio
Registered Investment Advisory firm - (11/27/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (7/25/2025 Approved)Tennessee
Registered Investment Advisory firm - (11/29/2023 Approved)Texas
Registered Investment Advisory firm - (5/14/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Franklin, TN
Mailing Address
Phone number
(615) 241-0835
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 161 |
| AUM (Assets Under Management) | $ 8,214,135 |
Red Flags
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