Caleb
Thompson

Spc

CRD#7253805
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Caleb Thompson is a financial advisor operating out of Ann Arbor, Michigan, with 10 years in the industry. Thompson is an employee of Spc. Throughout their career, Thompson has worked at Cove Financial Solutions, Sigma Planning Corporation, Dixon Hughes Goodman Llp, Clemson University, Thiem & Mccutcheon, Bob Jones University, Stratton & Company, Wilds Christian Camp and Midland Resources. Thompson maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in South Carolina. Spc is a registered investment firm that has its headquarters in Ann Arbor, Michigan. The company has offices in 464 locations and a total of 705 financial advisors. It controls $5 billion in assets across its 25,865 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 25,865 customer accounts, just 9% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on which service is offered. However, fees charged by Spc likely consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

MI Average: $943,424,332
Total Number of Employees

705

MI Average: 21
Total Number of Accounts

25,865

MI Average: 1,586
Average Account Size

$176,210

MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Caleb Thompson Work History

Caleb has 10 years of experience.

2020 - Present (2 years)

Sigma Planning Corporation

2018 - Present (4 years)

Cove Financial Solutions

2020 - 2020 (< 1 year)

Thiem & Mccutcheon

2015 - 2018 (3 years)

Dixon Hughes Goodman Llp

2014 - 2015 (1 year)

Clemson University

2014 - 2015 (1 year)

Clemson University

2014 - 2014 (< 1 year)

Stratton & Company

2012 - 2012 (< 1 year)

Wilds Christian Camp

2011 - 2014 (3 years)

Bob Jones University

2011 - 2011 (< 1 year)

Wilds Christian Camp

2010 - 2014 (4 years)

Bob Jones University

2010 - 2010 (< 1 year)

Midland Resources

Disclosures

Caleb Thompson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Steven Belloli
East Lansing, MI
Richard Taden
Rockford, IL
Terri Hembree
Boise, ID
Stephen Glaab
Ann Arbor, MI
Zachary Parker
Ann Arbor, MI
Thomas Schalk
Gainesville, TX
James Sadek
Austin, TX
Rolf White
Burnsville, MN

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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