Caleb C Thiess

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2014 → 12/2017
  Uw Stout Schooling, Wisconsin
  Menomonie, WI
• 01/2018 → 03/2023
  Archer Daniels Midland Company
  Minneapolis, MN
• 09/2023 → 09/2024
  Guardian Life Insurance Company
  Minnetonka, MN
• 02/2024 → 09/2024
  Park Avenue Securities
  Minnetonka, MN
• 03/2023 → 09/2023
  Unemployed
  Amsterdam
• 10/2024 → Present
  Morgan Stanley
  Bloomington, MN

Other Businesses

Photographer, Start date: 01/01/2000, Address: 8936 SW Village Loop Chanhassen MN 55317, 5 total hours per month 0 during securities trading hours, Not Investment related, Less than 10% annual compensation, *648583- Driveway Detail; Investment related: No; Chanhassen, Minnesota; Automotive/Transportation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 20; Sales/Marketing, Business Development/Growth *659881- Caleb Thiess Watches; Investment related: No; Chanhassen, Minnesota; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 10; Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2024-08-15

Other Names

• Caleb Thiess