Caleb Jonathan Smoes

Current Employers

Employment History

• 11/2012 → 01/2019
  Investment Planners Inc
  Decatur, IL
• 01/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2019 → Present
  Central Illinois Group Llc, Dba Lifewise Wealth Advisors
  Champaign, IL
• 06/2013 → 01/2019
  Ipi Wealth Management
  Decatur, IL
• 07/2020 → 10/2023
  Pro-Fab Creations, Inc
  Mahomet, IL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2023 → Present
  Cig Tax Advisors Llc Dba Lifewise Tax Advisors
  Champaign, IL
• 07/2026 → Present
  Lifewise
  Champaign, IA

Previous Registrations

• 2023-06-29 → 2026-07-24
  Cetera Investment Advisers Llc
  Bethany, IL
  Champaign, IL
• 2019-01-31 → 2023-06-29
  Cetera Wealth Services, Llc
  Decatur, IL
  Champaign, IL
  Bethany, IL
• 2013-06-11 → 2019-02-20
  Ipi Wealth Management, Inc.
  Champaign, IL
  Decatur, IL
  Champaign, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 9/2018 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: CENTRAL ILLINOIS GROUP LLC, DBA LIFEWISE WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ENTITY FOR BUSINESS OPERATION AND DBA NAME START DATE: 1/2019 POSITION/TITLE/RELATIONSHIP: CO_OWNER, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVISORY AND BROKERAGE SERVICES TO CLIENTS; 3. NAME OF OTHER BUSINESS: CIG TAX ADVISORS LLC DBA LIFEWISE TAX ADVISORS, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING START DATE: 01/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: BUSINESS ADMINISTRATION, STAFF SUPERVISION AND BUSINESS DEVELOPMENT;

Exams

• S66 Uniform Combined State Law Examination
  2013-05-29