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Caleb Millsap

Advisor at Empower Advisory Group — Humansville, MO

Updated today

Credentials

Series 66, Series 63

Experience

3 years

Location

Humansville, MO

Empower Advisory Group logo

Empower Advisory Group

Enterprise

Total advisors

1,962

Across 1,066 offices

Clients per advisor

150 Very High

Avg AUM per client

$565,063 High

HNW client ratio

7% Low

About

Caleb Millsap is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Empower Financial Services, Bank of America, TD Ameritrade, Bountiful Enterprises, 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 certain retail brokerage account holders. The firm’s services focus on integrated financial planning and managed account solutions, leveraging proprietary and third-party methodologies within a large-scale platform.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

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Humansville, MO

Humansville MO

Advisors at this office

1

Most active in

Missouri

Work history

3 years of industry experience

Empower Advisory Group

2025 - Present • 1 year

Greenwood Village, CO

Empower Financial Services, inc

2023 - Present • 3 years

Greenwood Village, CO

Bank of America

2023 - 2023 • 1 year

Springfield, MO

TD Ameritrade

2022 - 2023 • 1 year

Saint Louis, MO

Bountiful Enterprises

2020 - 2022 • 2 years

Humansville, MO

Unemployed

2019 - 2020 • 1 year

Humansville, MO

American Express

2013 - 2019 • 6 years

Salt Lake City, UT

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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Nicole A

Series 63, Series 66

Bolivar, MO

Benjamin F. Edwards Wealth Management, LLC

Nicole Avery Young is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Benjamin F. Edwards & Co. since 2017 and previously worked for the Bolivar R-1 School District. Benjamin F. Edwards Wealth Management provides advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable entities. The firm offers discretionary investment management, financial planning, and consulting through multiple portfolio management strategies and maintains a multi-office team managing approximately $705 million in discretionary assets.

Wealth management

Jeremy F

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Janet L

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.”

Business ownership considerations
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Robert H

Series 63, Series 65

Flemington, MO

Cetera

Robert Huish is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at First Financial Equity Corporation and Muhlenfeld & Huish. Outside of advising, he owns and operates Huish Ranch, a farm where neighbors are allowed to harvest and sell hay and where he is adding farm animals. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a network of independent advisors, utilizing multiple program structures and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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