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Caleb Frye

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Great Bend, KS 67530

Credentials

Series 66

Industry experience

4 years

About

Caleb Frye is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and four years of industry experience. He has worked with Cambridge Investment Research Advisors since 2022 and has prior experience at Simons Tax, Accounting, and Financial Services, as well as Sunflower Bank and Walmart. Outside of his advisory role, Frye is involved in local community organizations including the Barton County Young Professionals and serves as an ambassador and volunteer for the Great Bend Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement advisory services utilizing multiple account platforms and a range of investment strategies.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

1618 Main St

Great Bend, KS 67530

Most active in

Kansas · Texas

Work history

Cambridge Investment Research Advisors

2022 - Present (4 years)

Cambridge Investment Research Inc.

2021 - Present (5 years)

Cambridge Investment Research Inc.

2021 - Present (5 years)

Simons Tax, Accounting, and Financial Services

2021 - 2021 (1 year)

Walmart

2020 - 2020 (1 year)

Sunflower Bank

2019 - 2019 (1 year)

Fort Hays State Intramurals

2017 - 2021 (4 years)

Fort Hays State University

2017 - 2021 (4 years)

Moundridge Recreation Commission

2013 - 2018 (5 years)

Wray Roofing Inc

2013 - 2018 (5 years)

Moundridge Middle School/High School

2011 - 2017 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Options & derivatives strategies Private / alternative investments Annuities Concentrated stock management
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Income planning Retirement income strategy
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Richard D

Series 66

Great Bend, KS

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Richard Doll is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory role, he is the owner and agent of Doll Insurance Group, LLC, an insurance agency based in Ellinwood, KS. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset managers through various platforms and strategies.

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Great Bend, KS

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Cody Behrends is a financial advisor with Independent Financial Partners, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Financial Partners, he worked at Koch Company Services and Flint Hills Resources, both subsidiaries of Koch Industries. Outside of his advisory role, he owns Behrends Consulting LLC, which provides tax service, bookkeeping, tax preparation, and automation services to local accounting firms. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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