Kellan R Caldwell
Kellan R Caldwell
Wealth Advisor
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ChFC®
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About Kellan Caldwell
A native Houstonian, Kellan has always had a deep connection to his hometown. He enjoys engaging in nearly any competitive activity from bowling and basketball to yard games and card games. Additionally, he finds joy in strumming his guitar to country, worship, and campfire songs. His true happiness lies in spending quality time with his wonderful wife, Michelle, and their three beautiful daughters. Whether they’re embarking on weeks-long vacations or simply enjoying moments together at home in the back yard, these cherished times are the heart and soul of his life. He and his family are...
My qualifications
- Investment Adviser Representative
- General Securities Representative
- Agent
- AR Insurance Lic. #8931032
- CA Insurance Lic. #0M59746
My state licenses
- Alaska
- Colorado
- Florida
- Georgia
- Indiana
- Kansas
- Maryland
- Michigan
- Missouri
- New York
- North Carolina
- Oklahoma
- Oregon
- Pennsylvania
- South Carolina
- Texas
- Utah
- Virginia
- Washington
Office location
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.