Baer Investment Advisory
39yrs
Top advisor by experience in Yuba City
6yrs
Caleb Morris
Financial advisor at Ameriprise Financial Services
Caleb Morris is a fiduciary financial advisor in Yuba City, California, with 6 years in the industry. Caleb joined Ameriprise Financial Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 37 advisors with offices in Yuba City, and one of 32 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office844 Richland Road Suite A, Yuba City, CA 95991
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Caleb
844 Richland Road Suite AYuba City, CA 95991Office · Get directions Firm main line(612) 671-3131Headquarters: Ameriprise Financial Services · Minneapolis, MN LinkedIn pageAmeriprise Financial Services
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Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Caleb
How do I contact Caleb?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Caleb Morris. Caleb works from the Yuba City, CA office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Caleb hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Caleb for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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