Heritage Asset Managers
47yrs
Top advisor by experience in Arkansas
4yrs
Caleb Stokes
Financial advisor at Ameriprise Financial Services
Based in Little Rock, Arkansas, Caleb Stokes is a fiduciary financial advisor with 4 years of industry experience. Caleb has been with Ameriprise Financial Services since 2026. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 676 advisors with offices in Little Rock, and one of 635 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office36 Rahling Circle Suite 2, Little Rock, AR 72223
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
- Apr 2026 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Caleb
36 Rahling Circle Suite 2Little Rock, AR 72223Office · 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 Stokes. Caleb works from the Little Rock, AR office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2023, about 4 years. 4 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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