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Inactive

Caleb N Bjerk

Cyr Financial Inc.

Hennepin, IL

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Current Employers
Cyr Financial Inc.

220 E High St Suite 102, Hennepin, IL 61327 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-03-18
TX RA APPROVED 2026-03-18
UT RA APPROVED 2026-03-18
  • IL RA
    APPROVED
    Since 2026-03-18
  • TX RA
    APPROVED
    Since 2026-03-18
  • UT RA
    APPROVED
    Since 2026-03-18

Branch Locations

220 E High St Suite 102, Hennepin, IL 61327 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Veritiv Pewaukee WI 10/2017 11/2017
Dodgeland School District Juneau WI 08/2015 09/2017
Northwestern Mutual Investment Services Llc Delafield WI 01/2018 08/2022
Adam Goetzka Delafield WI 12/2017 08/2022
Wade Financial Advisory, Inc Campbell CA 09/2022 03/2025
Modern Wealth Management, Llc Lenexa KS 03/2025 03/2026
Cyr Financial Inc. Hennepin IL 03/2026 Present
  • 10/2017 → 11/2017
    Veritiv
    Pewaukee, WI
  • 08/2015 → 09/2017
    Dodgeland School District
    Juneau, WI
  • 01/2018 → 08/2022
    Northwestern Mutual Investment Services Llc
    Delafield, WI
  • 12/2017 → 08/2022
    Adam Goetzka
    Delafield, WI
  • 09/2022 → 03/2025
    Wade Financial Advisory, Inc
    Campbell, CA
  • 03/2025 → 03/2026
    Modern Wealth Management, Llc
    Lenexa, KS
  • 03/2026 → Present
    Cyr Financial Inc.
    Hennepin, IL
Previous Registrations
  • 2025-03-28 → 2026-03-17
    Modern Wealth Management, Llc
    Kansas City, MO
    Campbell, CA
    Ogden, UT
  • 2023-08-04 → 2025-03-28
    Wade Financial Advisory, Inc.
    Campbell, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-04-18
  • S63 Uniform Securities Agent State Law Examination
    2018-04-18
Designations
Other Names
  • Caleb N Bjerk

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
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Other Investors

CHRISTIAN JOHN CYR
ANDREA RENEE BRANNON
Ian Paul Nichols
Emma Marie Bean
LOUIS JOSEPH WASILEWSKI
Steven Walter Lamis
Olivia Sandra Lamis
Adam Hellman

Other Offices

LPL FINANCIAL LLC · HENNEPIN, IL
EDWARD JONES · SPRING VALLEY, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Princeton, IL
EDWARD JONES · PRINCETON, IL
KESTRA ADVISORY SERVICES, LLC · Princeton, IL
EDWARD JONES · PRINCETON, IL
CETERA INVESTMENT ADVISERS LLC · PERU, IL
OSAIC WEALTH, INC. · PERU, IL

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