seller-profile

Jordan DeBoer

Calibration Financial

210 2nd Ave SW
Ste 105

Milaca, MN 56353

320-362-6002

Connect with Jordan

General Information

Firm Start Year

2019

No.of Employees

1

CRD#

6554740

Firm CRD#

304118

Years of Experience in Financial Services

6

Number of Years with Current Firm

1

I work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Retirement Planning, Financial Planning, Investment Advice & Management, Financial Planning for Businesses

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, AWMA®

Securities Licenses

Series 65

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$0

Compensation Methods

Based on Assets

Additional Details on Charges

I offer multiple fee structures, depending on the services you need. Current fee information is available on my website at: https://www.calibrationfinancial.com/services/summary-of-fees/

Minimum Fee Charged for Managed Accounts

$300

Minimum Fee Charged for Hourly Planning Accounts

$115/hour

Education

Bachelor of Science - Business

Colorado Christian University
08/2007 - 05/2010

Disclosures

Calibration Financial, LLC (DBA Calibration Financial) is a registered investment advisor (RIA).