Caleb Jonathan Vering
Investment adviser representative at Root Financial Partners
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Root Financial PartnersAug 2024 to now
- Farnam FinancialMay 2023 to Aug 2024
- Montebello AvenueMay 2023 to Aug 2024
- Virtual Outsource SolutionsMay 2022 to May 2023
- Nova R WealthMar 2022 to May 2022
- StarbucksJan 2022 to Apr 2022
- Junction City High ScoolOct 2020 to Jun 2021
- Shawnee Mission West High SchoolSep 2019 to Jan 2020
- Alpha Delta PiFeb 2018 to Apr 2018
- Kansas State UniversityAug 2017 to Jun 2021
- StarbucksMar 2017 to Aug 2017
- StudentSep 2014 to May 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 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
- 7989988
- Firm CRD
- 290289