Caleb John Moyer

Current Employers

Employment History

• 05/2019 → 08/2021
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 04/2017 → 05/2019
  Union Pacific
  Omaha, NE
• 06/2016 → 04/2017
  Lincoln Financial Group
  Omaha, NE
• 08/2021 → 04/2022
  Toews Corporation
  Northfield, NJ
• 08/2021 → 04/2022
  Northern Lights Distributors, Llc
  Elkhorn, NE
• 04/2022 → 05/2025
  Creative Planning, Llc
  Omaha, NE
• 05/2025 → 10/2025
  Stevens Capital Partners, Inc.
  Omaha, NE
• 01/2023 → Present
  Moyer Tax Services, Llc
  Omaha, NE
• 04/2026 → Present
  Moyer Financials, Llc
  Omaha, NE

Previous Registrations

• 2025-06-03 → 2025-10-21
  Stevens Capital Partners
  Omaha, NE
• 2022-04-20 → 2025-05-13
  Creative Planning
  Omaha, NE
  Overland Park, KS
• 2021-10-12 → 2022-04-25
  Toews Asset Management
  Northfield, NJ
• 2020-01-30 → 2021-08-09
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2019-06-06 → 2019-12-31
  Orion Portfolio Solutions, Llc
  Omaha, NE

Other Businesses

Moyer Tax Services; Not investment related; 12305 Gold St Ste 9 Omaha, NE, 68144; Tax Service; Owner; Owner; Monday, January 1, 2023; 100 hours total per month during tax season; 30 hours per month outside of tax season; Approximately half of these hours during trading hours. Prepare tax returns for Moyer Financials, LLC Clients and Non-Clients for a fee.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-10-28
• S65 Uniform Investment Adviser Law Examination
  2019-06-05

Designations