Cale Leeper

Advisor at Edward Jones

Updated today

Location

Alva, OK 73717

Credentials

Series 66

Industry experience

12 years

About

Cale Leeper is a financial advisor with Edward Jones in Alva, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and also operates Leeper Farms, an agricultural business active since 2002. Leeper serves as a board member of the Woods County Economic Development Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, affiliated trust and mutual fund services, and a fiduciary standard in its advisory operations.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

505 Barnes Street Suite 101

Alva, OK 73717

Most active in

Oklahoma · Texas

Work history

Edward Jones

2014 - Present (12 years)

Leeper Farms

2002 - Present (24 years)

Disclosures

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

Business activities & affiliations

Heath S

Series 66

Alva, OK

Edward Jones

Heath Shelite is a financial advisor with Edward Jones in Alva, Oklahoma, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at BancCentral N.A. and Noble Drilling Services Inc. He is co-owner of Gamik, LLC, a partnership that owns his shared office space with another financial advisor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Michael H

Series 63, Series 66

Alva, OK

Thrivent Investment Management

Michael Horntvedt is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is the owner of a Black Angus cattle ranch, a cow/calf operation run jointly with his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics and allows clients to combine planning with managed-account programs while keeping those services separate.

Business ownership considerations
user avatar

Van J

Series 66

Alva, OK

Cetera

Van Johnson is a financial advisor with Cetera who holds the Series 66 designation and has seven years of industry experience. He has worked at several firms including Avantax Insurance Agency and Summit Wealth Management. Johnson serves as Treasurer of the Alva Rotary Club and is a board member of the Alva Goldbug Education Foundation, which supports scholarships and grants for local schools. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, utilizing a range of advisor-managed accounts, model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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