Michael Ray Ward
Investment adviser representative at Caliber Wealth Management, LLC
19 yearsExperience
2 statesRegistered in
$1.8BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Caliber Wealth Management, LLCNov 2020 to now
- Raymond James Financial Services Advisors, Inc.Feb 2020 to Oct 2024
- Raymond James Financial Services, Inc.Feb 2020 to Oct 2024
- Ameriprise Financial Services, Inc.Apr 2005 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Caliber Wealth Management, LLC
$1.8BAssets managed
1,668Clients
14Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4942630
- Firm CRD
- 331165