Advisor at Empower Advisory Group
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.
Location
Humansville, MO
Credentials
Series 63, Series 66
Industry experience
3 years
Caleb Millsap is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, TD Ameritrade, and American Express. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.
Based on Empower Advisory Group
Based on Empower Advisory Group
One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment
Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above
Humansville, MO
Missouri
Empower Advisory Group
2025 - Present (1 year)
Empower Financial Services, inc
2023 - Present (3 years)
Bank of America
2023 - 2023 (1 year)
TD Ameritrade
2022 - 2023 (1 year)
Bountiful Enterprises
2020 - 2022 (2 years)
Unemployed
2019 - 2020 (1 year)
American Express
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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 66
Stockton, MO
Edward Jones
Jeremy Fowler is a Series 66-licensed financial advisor with Edward Jones, based in Stockton, Missouri. He has 13 years of industry experience and has been with Edward Jones since 2012. Fowler serves as a board member for both the Lamar R-1 School District and the Stockton Recreation Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 65
Stockton, MO
Thrivent Investment Management
Janet Lindner is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Simmons Bank from 2016 to 2020 before joining Thrivent in 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive, goal-based planning without discretionary trading authority. The firm’s services include a combination of planning and managed-account programs under a consolidated billing option called “WealthPlan.”
Series 63, Series 65
Flemington, MO
Cetera
Robert Huish is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at First Financial Equity Corporation and Muhlenfeld & Huish. Outside of advisory work, he owns Huish Ranch, a farm where neighbors harvest and sell hay and where farm animals are kept. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.
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