Caeden Goering
Investment adviser representative at Diamond Client Group, LLC
10 yearsExperience
1 stateRegistered in
$185.8MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Diamond Client Group, LLCSep 2025 to now
- MML Investors Services, LLCSep 2023 to Sep 2025
- Massmutual Life Insurance CompanyJun 2018 to Sep 2025
- Chick-fil-aJul 2017 to May 2018
- Liberty UniversityAug 2016 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Diamond Client Group, LLC
$185.8MAssets managed
436Clients
10Advisers
1 yearIn 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
- 7809824
- Firm CRD
- 310570