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Kellan R Caldwell

Advisor Image
Kellan R Caldwell
Wealth Advisor
.
ChFC®
Part of the Epochal Financial Advisors practice
About Kellan Caldwell
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 highly involved at The Grove church inside the west loop of Houston, participating in Bible studies and various ministries that the church supports. Kellan is also and Ambassador to The Get Together, a network of business people from across the city who collaboratively network together and respond to the needs of Christ-centered organizations surrounding Houston.


Kellan started his career in 2007 as a portfolio manager after graduating from Trinity University with a finance degree followed by a master’s degree from the University of St. Thomas. He has worked at Thrivent as a Wealth Advisor since 2014 and holds a Chartered Financial Consultant ChFC® designation from the American College. Kellan’s primary focus when working with clients is to help them steward the financial resources with which God has blessed them and leave a legacy to loved ones and organizations that they care about. With an emphasis on tax efficiency, risk management, and holistic planning, Kellan enjoys cohesively piecing together his clients’ financial puzzles.

My qualifications
  • Chartered Financial Consultant®
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Alaska
  • Arkansas(Insurance Lic. #8931032)
  • California(Insurance Lic. #0M59746)
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kansas
  • Maryland
  • Michigan
  • Missouri
  • New York
  • North Carolina
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • Texas
  • Utah
  • Virginia
  • Washington

Insights

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Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56
What is a multi-year guaranteed annuity (MYGA) & how does it work?
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty? 1. Certificate of deposit (CD) 2. High-yield savings account 3. Multi-Year Guarantee Annuity (MYGA) If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you. 36386k
Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)
Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you. 36386k-2
Office location
Houston Location
5600 Nw Central Dr Ste 285
Houston, TX 77092
Phone713-996-7013Hours
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