Kaleb Wilson

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 03/2024 → 04/2025
  Arvest Bank
  Edmond, OK
• 08/2023 → 03/2024
  Adaptation Financial
  Oklahoma City, OK
• 04/2022 → 06/2023
  American Fidelity
  Oklahoma City, OK
• 08/2019 → 04/2022
  Rehabilitation Medicine Of Oklahoma
  Oklahoma City, OK
• 08/2014 → 05/2018
  Deer Creek High School
  Edmond, OK
• 01/2020 → 12/2024
  University Of Oklahoma
  Norman, OK
• 08/2018 → 08/2019
  Oklahoma State University
  Stillwater, OK

Exams

• S66 Uniform Combined State Law Examination
  2025-08-12

Other Names

• Kaleb Ryan Colibert
• Kaleb Ryan Wilson