Kaleb E Fleming
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$77.4BFirm assets
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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
Experience
12 years in the industry.
- Truist Advisory Services, Inc.Sep 2026 to now
- Truist Investment Services, IncSep 2026 to now
- Charles Schwab Bank, SsbOct 2021 to now
- Charles Schwab & Co., Inc.Jun 2020 to now
- Oak Street Funding / First Franchise CapitalMay 2019 to Aug 2019
- Kelley School of Business, IndianapolisFeb 2018 to Jun 2020
- Republic AirlineJan 2018 to May 2018
- Iupui Bepko Learning CenterAug 2017 to May 2019
- Dagwoods Sub-deli ShopOct 2016 to Jan 2018
- Indiana University - Purdue University - IndianapolisAug 2016 to May 2020
- The Dairy CastleJul 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7265560
- Firm CRD
- 283390