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Caleb Plattner

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Caleb Plattner
Financial Advisor
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FIC
Part of the Heartfelt Financial Associates practice
Who is Caleb Professionally?

I'm proud to be a Thrivent financial advisor. I provide personalized financial guidance to people at all stages of life. My areas of expertise involve planning for retirement and saving for future goals. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

Who is Caleb Personally?
Who is Caleb Personally?

In my spare time, you will find me spending time with my amazing wife, Natalie, and my (also amazing) son, Asher! I want to be known by my faith and my love for my family and friends. I enjoy great movies, good books, college football, and some good old-fashioned time outdoors! Some of my bucket list includes a Lord of the Rings Marathon, backpacking through the Sequoia forests, stargazing at Big Bend National Park, watching Ohio State win another championship, reading all the books in my home library, and (re)visiting New Zealand. You'll find that I am easy to get along with, and I am excited to get to know you better!

My qualifications
  • Bachelors of Theology, Moody Bible Institute
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Alabama
  • Colorado
  • Illinois
  • Indiana
  • Iowa
  • Michigan
  • Missouri
  • Ohio
  • Oregon
  • South Dakota
  • Tennessee
  • Wisconsin

Insights

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
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Life can be unpredictable, but your financial future doesn't have to be. Together, we can prepare for potential changes and help you stay ahead of risks with a flexible financial plan. Let's schedule time to discuss. See thrivent.com/social for important disclosures.
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You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises. See thrivent.com/social for important disclosures.
Office location
Galesburg Location
451 N Henderson St
Galesburg, IL 61401
Phone309-341-0073Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations