Financial Advisor
.Business Planning
Hi there! My name is Caleb Whicker. I provide personalized financial guidance to people at all stages of life through collaboration and relationships.
I believe money is a tool not the ultimate end goal. It should be used to enable you to live a life full of meaning and gratitude. Whether that means retiring on the beach, serving orphans in Africa, or faithfully stewarding the resources God has given you, I want to help you make the most of all that you have been given.
I attended Cedarville University, graduating with majors in finance and management and with a minor in Bible. I went to college in Ohio but am a Hoosier at heart. A boilermaker through and through, you can find me cheering on Purdue football and basketball all year long. I'll never pass up a day on the water, or a morning on the golf course with some friends.
My wife Kaylee and I attend College Park Church and are passionate about the ministry happening at Twin Lakes Camp in Hillsboro, IN.
Your finances should be a reflection of your unique goals and values. I want to help you make that happen.
B.S Finance - Cedarville University
B.S Management - Cedarville University
CERTIFIED FINANCIAL PLANNER®
Certified Exit Planning Advisor (CEPA®)
FINRA Series 7
FINRA Series 66
Life and Health Insurance Licensed
- Bachelors of Finance, Cedarville University
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor®
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Alabama
- Arizona
- Arkansas(Insurance Lic. #19775284)
- California(Insurance Lic. #4300178)
- Colorado
- Illinois
- Indiana
- Kentucky
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- North Carolina
- Ohio
- South Carolina
- Texas
- Utah
- Virginia
- Wisconsin
Insights
Office location
Carmel Location
11711 N Meridian St Ste 400-
Carmel, IN 46032
Phone317-785-3533HoursCarmel, IN 46032
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.