Jordan DeBoer

Calibration Financial

120 Central Ave N
Ste A

Milaca, MN 56353

320-362-6002

Objective Wealth Management

About Calibration Financial

As an independent RIA, Calibration Financial is focused on providing families and their businesses with an objective approach to their financial wellness, regardless of asset levels or stage of life. Specializing in financial planning, I believe you need to understand where you've been and where you're at today before you attempt to implement solutions for your personal and financial goals.

Along with providing tools such as your own personalized financial portal and values aligned investment models, my approach is to provide education and resources to support you in achieving your goals.

See Disclosures

General Information

Firm Start Year

2019

No. of Employees

CRD#

6554740

Firm CRD#

304118

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Investment Advice & Management, Financial Planning, Retirement Planning, Financial Planning for Businesses

Services

Investment Types

Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Phone, Your Office, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AWMA^®

Securities Licenses

Series 65

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

Compensation Methods

Flat Fee

Additional Details on Charges

I offer multiple fee structures, depending on the services you need. Current fee information is available on my website at: https://www.calibrationfinancial.com/services/summary-of-fees/

Minimum Fee Charged for Managed Accounts

$300

Minimum Fee Charged for Hourly Planning Accounts

$115/hour

Education

Bachelor of Science - Business

Colorado Christian University
08/2007 - 05/2010

Disclosures

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Calibration Financial, LLC (DBA Calibration Financial) is a registered investment advisor (RIA).

Additional Detailed Disclosures

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