Advisor at Blue Jay Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blue Jay Financial Group, LLC
Location
Defiance, OH 43512
Credentials
Series 63, Series 65
Industry experience
13 years
Caleb Frankart is a financial advisor at Blue Jay Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Key Investment Services LLC for five years. Caleb serves on the Synod Endowment Investment Committee of the Reformed Church in the United States, overseeing the church’s endowment fund investments. Blue Jay Financial Group provides investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm manages discretionary and non-discretionary accounts and offers personal tax return preparation and consulting for private businesses, using a mix of fundamental, tactical, technical, thematic, and top-down analysis tailored to client objectives and risk tolerance.
Based on Blue Jay Financial Group, LLC
Based on Blue Jay Financial Group, LLC
Financial planning fees range from $250 to $15,000; Consulting fees range from $250 to $50,000
up to 2.00% annually
$250 per hour (used for financial planning and consulting services when billed hourly)
509 Fourth Street
Defiance, OH 43512
Florida · Indiana · Michigan · Ohio
Blue Jay Financial Group, LLC
2020 - Present (6 years)
key Investment Services LLC
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Napoleon, OH
Impassioned Wealth Management Ltd
CFP®
Defiance, OH
Demland Wealth LLC
I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.
Series 63, Series 66
Defiance, OH
Demland Wealth LLC
Series 65
Defiance, OH
Northfort Financial, LLC
CFP®, Series 66
Defiance, OH
Blue Jay Financial Group, LLC
Series 65
Defiance, OH
Blue Jay Financial Group, LLC
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