CT
Caleb A. Tyner
GIMBAL FINANCIAL
Carmel, IN 46032
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CRD#: 8057464
CT
Professional summary
Caleb A Tyner is a registered financial advisor currently at GIMBAL FINANCIAL, LLC located in Carmel, Indiana.
Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Caleb has worked at 1 firm and has passed the Series 65 and Series 66 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.
CRS (Client Relationship Summary) - RIA
Click below to view Caleb A Tyner'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 1, 2025 - Present
GIMBAL FINANCIAL, LLC
Office #1: 620 N. Rangeline Road, Carmel, IN 46032RIA
CRD#: 159003
Carmel, IN
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".
GF
GIMBAL FINANCIAL, LLC
GIMBAL FINANCIAL, LLC
CRD#: 159003 / SEC#: 801-110875
RIA
Registered Investment Advisory firm - (7/24/2017 Approved)Florida
Registered Investment Advisory firm - (8/15/2017 Terminated)Illinois
Registered Investment Advisory firm - (7/24/2017 Terminated)Indiana
Registered Investment Advisory firm - (8/17/2017 Terminated)Kentucky
Registered Investment Advisory firm - (8/16/2017 Terminated)Louisiana
Registered Investment Advisory firm - (8/15/2017 Terminated)Ohio
Registered Investment Advisory firm - (8/15/2017 Terminated)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
Indiana(8/1/2025)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
GF
GIMBAL FINANCIAL, LLC
GIMBAL FINANCIAL, LLC
CRD#: 159003 / SEC#: 801-110875
RIA
Registered Investment Advisory firm - (7/24/2017 Approved)Florida
Registered Investment Advisory firm - (8/15/2017 Terminated)Illinois
Registered Investment Advisory firm - (7/24/2017 Terminated)Indiana
Registered Investment Advisory firm - (8/17/2017 Terminated)Kentucky
Registered Investment Advisory firm - (8/16/2017 Terminated)Louisiana
Registered Investment Advisory firm - (8/15/2017 Terminated)Ohio
Registered Investment Advisory firm - (8/15/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
620 N. Rangeline Road, Carmel, IN 46032
Mailing Address
Phone number
(317) 578-1600
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 804 |
| AUM (Assets Under Management) | $ 253,177,785 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
