Caleb K Collier

Current Employers

Employment History

• 01/2002 → Present
  Senior Benefits And Planning, Llc Dba Collier Financial
  Fort Wayne, IN
• 06/2015 → 07/2018
  Global Financial Private Capital, Llc
  Sarasota, FL
• 07/2018 → 04/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 04/2021 → Present
  Maripau Wealth Management Llc
  Ann Arbor, MI
• 01/2020 → Present
  Signal Advisors Usa, Inc.
  Detroit, MI

Previous Registrations

• 2018-07-09 → 2021-04-27
  Ae Wealth Management, Llc
  Ann Arbor, MI
  Fort Wayne, IN
• 2015-06-22 → 2018-07-10
  Global Financial Private Capital, Inc.
  Fort Wayne, IN
  Ann Arbor, MI
  Sarasota, FL

Other Businesses

1.) SENIOR BENEFITS AND PLANNING, LLC DBA COLLIER FINANCIAL; 315 E EISENHOWER DRIVE, SUITE 303, ANN ARBOR, MI, 48108; YES, INVESTMENT RELATED; INSURANCE SALES; VP AND INSURANCE AGENT; START DATE 01/2002; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; DUTIES INCLUDE MAKING DECISIONS IN REGARDS TO BUSINESS OPERATIONS, STAFFING, BUDGETING, ETC., AND INSURANCE SALES AND SERVICES. 2.) SIGNAL ADVISORS USA INC.; 1555 BROADWAY STREET, DETROIT, MI 48226; YES, INVESTMENT RELATED; DISTRIBUTION OF FIXED INDEXED ANNUITIES AND LIFE INSURANCE; VP OF STRATEGY; START DATE 1/2020; APPROX 20 HOUR/MONTH; APPROX 12/MONTH DURING TRADING HOURS; DUTIES INCLUDE DEVELOPMENT AND IMPLEMENTATION OF PRODUCT DISTRIBUTION STRATEGY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-26

Other Names

• Caleb K. Collier